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
$153M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$5.16M
3
+$3.07M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$1.53M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.23M

Top Sells

1
+$2.72M
2
+$1.7M
3
+$1.12M
4
NVDA icon
NVIDIA
NVDA
+$945K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$860K

Sector Composition

1 Technology 14.25%
2 Consumer Discretionary 4.52%
3 Energy 2.99%
4 Communication Services 1.76%
5 Financials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-5,107
177
– –
-12,990
178
– –
-245,800
4 5 6 7
8