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
151
$297K 0.14%
8,275
+225
152
$296K 0.14%
+19,002
153
$295K 0.14%
8,797
-1,426
154
$295K 0.14%
1,886
155
$294K 0.14%
+4,102
156
$291K 0.14%
8,765
-20
157
$290K 0.14%
4,660
+20
158
$284K 0.13%
5,808
-153
159
$283K 0.13%
2,194
+159
160
$281K 0.13%
518
-55
161
$279K 0.13%
13,747
-1,540
162
$278K 0.13%
+3,785
163
$278K 0.13%
+7,500
164
$274K 0.13%
+12,500
165
$261K 0.12%
+2,052
166
$260K 0.12%
2,697
-70
167
$260K 0.12%
7,440
+630
168
$259K 0.12%
10,969
-197
169
$259K 0.12%
2,365
-61
170
$255K 0.12%
728
171
$255K 0.12%
7,446
+1,681
172
$253K 0.12%
3,210
+375
173
$250K 0.12%
3,808
174
$250K 0.12%
+30,379
175
$249K 0.12%
3,469
-122
5 6
7
8 9