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
$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
126
$303K 0.15%
1,751
-127
127
$302K 0.15%
+10,825
128
$301K 0.15%
+780
129
$296K 0.15%
8,878
+2,793
130
$295K 0.15%
+1,622
131
$293K 0.14%
1,365
+99
132
$289K 0.14%
6,141
+754
133
$287K 0.14%
3,312
+273
134
$285K 0.14%
7,652
+421
135
$284K 0.14%
+5,845
136
$282K 0.14%
+14,570
137
$277K 0.14%
1,771
+348
138
$270K 0.13%
9,650
+250
139
$266K 0.13%
11,824
+235
140
$265K 0.13%
2,001
141
$263K 0.13%
+1,353
142
$262K 0.13%
+4,640
143
$259K 0.13%
+2,402
144
$258K 0.13%
+10,809
145
$255K 0.13%
8,324
+110
146
$244K 0.12%
3,808
147
$238K 0.12%
6,840
+1,180
148
$238K 0.12%
+7,435
149
$237K 0.12%
+6,651
150
$237K 0.12%
+2,763
4 5
6
7 8