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
$243M
AUM Growth
-$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$6.25M
3
+$2.28M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.22M
5
CONL icon
GraniteShares 2x Long COIN Daily ETF
CONL
+$1.31M

Top Sells

1
+$27.2M
2
+$11.8M
3
+$2.08M
4
UTG icon
Reaves Utility Income Fund
UTG
+$1.1M
5
SOXS icon
Direxion Daily Semiconductor Bear 3X Shares
SOXS
+$1.05M

Sector Composition

1 Technology 16.66%
2 Consumer Discretionary 5.92%
3 Healthcare 3.15%
4 Communication Services 2.47%
5 Financials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$479K 0.2%
+7,795
102
$466K 0.19%
+35,714
103
$462K 0.19%
+24,900
104
$459K 0.19%
14,765
105
$458K 0.19%
19,508
+10,107
106
$451K 0.19%
265
+100
107
$450K 0.19%
+53,600
108
$449K 0.18%
3,884
+18
109
$444K 0.18%
16,504
+4,785
110
$440K 0.18%
+14,450
111
$439K 0.18%
1,068
-70
112
$433K 0.18%
3,890
-772
113
$430K 0.18%
20,844
-20,947
114
$429K 0.18%
6,965
-205
115
$422K 0.17%
2,409
+492
116
$422K 0.17%
8,400
+1,564
117
$419K 0.17%
32,337
+7,634
118
$418K 0.17%
713
-84
119
$413K 0.17%
+2,334
120
$409K 0.17%
+2,968
121
$405K 0.17%
+18,240
122
$403K 0.17%
+3,045
123
$400K 0.16%
+4,235
124
$398K 0.16%
1,195
-2,245
125
$397K 0.16%
+1,846
3 4
5
6 7