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
$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 3.12%
4 Communication Services 2.47%
5 Financials 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$393K 0.16%
6,850
+47
127
$393K 0.16%
12,511
+105
128
$383K 0.16%
+6,248
129
$382K 0.16%
+4,495
130
$377K 0.16%
7,973
+734
131
$371K 0.15%
+6,404
132
$368K 0.15%
1,675
-36
133
$366K 0.15%
10,223
-44
134
$365K 0.15%
+40,400
135
$359K 0.15%
1,886
+162
136
$359K 0.15%
791
-2,097
137
$356K 0.15%
+573
138
$334K 0.14%
13,613
+1,316
139
$324K 0.13%
+9,520
140
$324K 0.13%
21,050
-2,800
141
$323K 0.13%
+108,700
142
$322K 0.13%
1,370
+23
143
$320K 0.13%
+8,785
144
$318K 0.13%
+8,050
145
$318K 0.13%
+32,628
146
$313K 0.13%
+856
147
$310K 0.13%
9,416
+413
148
$310K 0.13%
2,001
149
$309K 0.13%
+4,640
150
$309K 0.13%
+3,343
4 5
6
7 8