PWM

Prosperity Wealth Management Portfolio holdings

AUM $270M
1-Year Est. Return 29.63%
This Quarter Est. Return
1 Year Est. Return
+29.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.32M
3
+$1.44M
4
SOXS icon
Direxion Daily Semiconductor Bear 3X Shares
SOXS
+$1.1M
5
SKRE icon
Tuttle Capital Daily 2X Inverse Regional Banks ETF
SKRE
+$1.01M

Top Sells

1
+$15.2M
2
+$5.19M
3
+$5.09M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$3.93M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3M

Sector Composition

1 Technology 17.4%
2 Consumer Discretionary 5.81%
3 Consumer Staples 2.73%
4 Healthcare 2.56%
5 Communication Services 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$402K 0.2%
13,603
-1,835
102
$388K 0.19%
3,866
-29
103
$388K 0.19%
7,250
+1,480
104
$388K 0.19%
+12,285
105
$384K 0.19%
6,763
+92
106
$381K 0.19%
+1,296
107
$380K 0.19%
3,895
+305
108
$376K 0.18%
5,551
-449
109
$372K 0.18%
+2,870
110
$352K 0.17%
+11,292
111
$346K 0.17%
+14,050
112
$345K 0.17%
7,272
-4,558
113
$344K 0.17%
+9,460
114
$341K 0.17%
18,220
+845
115
$334K 0.16%
14,120
-7,830
116
$333K 0.16%
1,962
-2,856
117
$331K 0.16%
+8,000
118
$329K 0.16%
808
119
$328K 0.16%
+12,730
120
$325K 0.16%
1,300
-375
121
$318K 0.16%
+1,287
122
$316K 0.16%
1,205
123
$316K 0.16%
1,724
124
$316K 0.16%
999
-20
125
$310K 0.15%
+229,800
3 4
5
6 7