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
126
$350K 0.16%
+8,009
127
$346K 0.16%
+6,595
128
$343K 0.16%
+3,605
129
$340K 0.16%
12,151
-10,048
130
$340K 0.16%
7,670
-125
131
$333K 0.16%
6,947
-1,026
132
$332K 0.16%
+11,350
133
$328K 0.15%
5,854
+1,838
134
$323K 0.15%
1,893
-2,357
135
$321K 0.15%
+2,750
136
$320K 0.15%
+5,810
137
$320K 0.15%
17,600
-640
138
$318K 0.15%
12,213
-1,400
139
$318K 0.15%
+2,810
140
$316K 0.15%
+34,000
141
$316K 0.15%
+5,500
142
$306K 0.14%
+6,100
143
$306K 0.14%
4,950
-4,635
144
$306K 0.14%
9,150
-370
145
$305K 0.14%
17,899
-14,438
146
$304K 0.14%
15,344
-65
147
$303K 0.14%
+2,880
148
$303K 0.14%
+9,650
149
$300K 0.14%
+3,300
150
$299K 0.14%
+5,899
4 5
6
7 8