PWM
Prosperity Wealth Management Portfolio holdings
AUM
$270M
1-Year Return
29.63%
This Quarter Return
+21.52%
1 Year Return
+29.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$270M
AUM Growth
+$57.1M
(+27%)
Cap. Flow
+$22.7M
Cap. Flow
% of AUM
8.42%
Top 10 Holdings %
Top 10 Hldgs %
37.62%
Holding
285
New
72
Increased
86
Reduced
65
Closed
52
Top Buys
| 1 |
LRGG
Macquarie Focused Large Growth ETF
LRGG
|
$3.6M |
| 2 |
ProShares UltraPro S&P 500
UPRO
|
$3.37M |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$2.9M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.21M |
| 5 |
ProShares Ultra QQQ
QLD
|
$2.05M |
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.3M |
| 2 |
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
|
$1.17M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$1.12M |
| 4 |
ProShares UltraPro QQQ
TQQQ
|
$1.07M |
| 5 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$999K |
Sector Composition
| 1 | Technology | 18.35% |
| 2 | Consumer Discretionary | 6.07% |
| 3 | Financials | 4.08% |
| 4 | Communication Services | 3.1% |
| 5 | Industrials | 2.98% |
