PWM
Prosperity Wealth Management Portfolio holdings
AUM
$270M
This Quarter Return
+4.71%
1 Year Return
+29.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$203M
AUM Growth
+$203M
(-3.7%)
Cap. Flow
-$14.5M
Cap. Flow
% of AUM
-7.11%
Top 10 Holdings %
Top 10 Hldgs %
50.46%
Holding
198
New
47
Increased
69
Reduced
41
Closed
29
Top Buys
| 1 |
iShares S&P 100 ETF
OEF
|
$2.59M |
| 2 |
NVIDIA
NVDA
|
$2.32M |
| 3 |
VanEck Semiconductor ETF
SMH
|
$1.44M |
| 4 |
Direxion Daily Semiconductor Bear 3X Shares
SOXS
|
$1.1M |
| 5 |
Tuttle Capital Daily 2X Inverse Regional Banks ETF
SKRE
|
$1.01M |
Top Sells
| 1 |
ProShares UltraPro QQQ
TQQQ
|
$15.2M |
| 2 |
Invesco QQQ Trust
QQQ
|
$5.19M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$5.09M |
| 4 |
ProShares UltraPro S&P 500
UPRO
|
$3.93M |
| 5 |
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% |
