PWM

Prosperity Wealth Management Portfolio holdings

AUM $295M
1-Year Est. Return 37.24%
This Quarter Est. Return
1 Year Est. Return
+37.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$3.43M
3
+$2.33M
4
GS icon
Goldman Sachs
GS
+$1.73M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.24M

Top Sells

1
+$11.1M
2
+$7.95M
3
+$7.63M
4
SSO icon
ProShares Ultra S&P500
SSO
+$2.63M
5
AAPL icon
Apple
AAPL
+$1.27M

Sector Composition

1 Technology 15.27%
2 Consumer Discretionary 6.51%
3 Financials 3.82%
4 Healthcare 3.38%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$490K 0.23%
+1,010
102
$484K 0.23%
+12,232
103
$484K 0.23%
2,091
+245
104
$473K 0.22%
1,400
+205
105
$457K 0.21%
12,225
-5,875
106
$456K 0.21%
867
+50
107
$451K 0.21%
6,907
+305
108
$450K 0.21%
7,247
+397
109
$449K 0.21%
2,682
+138
110
$438K 0.21%
11,609
-1,900
111
$436K 0.21%
14,422
-343
112
$421K 0.2%
791
113
$420K 0.2%
1,690
+15
114
$419K 0.2%
8,302
-98
115
$402K 0.19%
+3,100
116
$400K 0.19%
1,830
-1,300
117
$394K 0.19%
8,468
+1,647
118
$392K 0.18%
16,554
+9,596
119
$385K 0.18%
2,258
-76
120
$381K 0.18%
7,492
+1,231
121
$376K 0.18%
12,243
-268
122
$373K 0.18%
6,404
123
$372K 0.18%
11,940
+2,524
124
$350K 0.16%
+4,900
125
$350K 0.16%
+21,886
3 4
5
6 7