PWM

Prosperity Wealth Management Portfolio holdings

AUM $295M
1-Year Est. Return 37.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$5.37M
3
+$2.55M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.53M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.47M

Top Sells

1
+$6.78M
2
+$2.23M
3
+$2.04M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.98M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.61M

Sector Composition

1 Technology 12.12%
2 Consumer Discretionary 4.41%
3 Energy 2.48%
4 Communication Services 1.83%
5 Financials 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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154
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-180
155
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156
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-566
157
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158
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-2,095
159
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160
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-31,800
3 4 5 6
7