PWM
Prosperity Wealth Management Portfolio holdings
AUM
$270M
This Quarter Return
-5.73%
1 Year Return
+29.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(+1.1%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
7.67%
Top 10 Holdings %
Top 10 Hldgs %
56.29%
Holding
170
New
27
Increased
72
Reduced
24
Closed
36
Top Buys
Top Sells
| 1 |
Occidental Petroleum
OXY
|
$1.22M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$910K |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$642K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$625K |
| 5 |
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% |
