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
$101M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$8.2M
2 +$5.7M
3 +$4.57M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$4.25M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.03M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.04%
2 Consumer Discretionary 4.31%
3 Energy 2.96%
4 Financials 2.58%
5 Industrials 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$22.8K 0.02%
+180
127
$14.8K 0.01%
+300
128
$4.49K ﹤0.01%
+25