PWM

Prosperity Wealth Management Portfolio holdings

AUM $300M
1-Year Est. Return 28.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$21.8M
3
+$1.65M
4
CELH icon
Celsius Holdings
CELH
+$1.65M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.31M

Top Sells

1
+$20.5M
2
+$4.61M
3
+$1.67M
4
FNGD icon
MicroSectors FANG+ Index -3X Inverse Leveraged ETNs due January 8, 2038
FNGD
+$764K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$737K

Sector Composition

1 Technology 13.31%
2 Consumer Discretionary 4.88%
3 Consumer Staples 2.63%
4 Energy 1.96%
5 Financials 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$42.1K 0.02%
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