PWM

Prosperity Wealth Management Portfolio holdings

AUM $270M
1-Year Est. Return 29.63%
This Quarter Est. Return
1 Year Est. Return
+29.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.43M
3
+$1.12M
4
FNGD icon
MicroSectors FANG+ Index -3X Inverse Leveraged ETNs due January 8, 2038
FNGD
+$1.1M
5
XBIL icon
US Treasury 6 Month Bill ETF
XBIL
+$1.05M

Top Sells

1
+$1.22M
2
+$910K
3
+$642K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$625K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$612K

Sector Composition

1 Technology 13.55%
2 Consumer Discretionary 4.81%
3 Energy 2.18%
4 Communication Services 1.86%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
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