PWM

Prosperity Wealth Management Portfolio holdings

AUM $270M
1-Year Est. Return 29.63%
This Quarter Est. Return
1 Year Est. Return
+29.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
-$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$6.25M
3
+$2.28M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.22M
5
CONL icon
GraniteShares 2x Long COIN Daily ETF
CONL
+$1.31M

Top Sells

1
+$27.2M
2
+$11.8M
3
+$2.08M
4
UTG icon
Reaves Utility Income Fund
UTG
+$1.1M
5
SOXS icon
Direxion Daily Semiconductor Bear 3X Shares
SOXS
+$1.05M

Sector Composition

1 Technology 16.66%
2 Consumer Discretionary 5.92%
3 Healthcare 3.15%
4 Communication Services 2.47%
5 Financials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$237K 0.1%
1,145
+5
177
$234K 0.1%
+3,168
178
$232K 0.1%
8,287
-1,328
179
$232K 0.1%
+17,200
180
$230K 0.09%
728
-25
181
$229K 0.09%
590
+21
182
$228K 0.09%
1,074
+75
183
$228K 0.09%
840
-79
184
$220K 0.09%
+789
185
$218K 0.09%
+6,958
186
$217K 0.09%
3,426
-905
187
$217K 0.09%
2,743
-3,538
188
$215K 0.09%
7,250
+4
189
$214K 0.09%
+5,765
190
$212K 0.09%
3,975
-44
191
$211K 0.09%
7,562
+59
192
$203K 0.08%
3,436
-434
193
$186K 0.08%
+52,150
194
$178K 0.07%
+47,100
195
$177K 0.07%
13,900
-6,855
196
$146K 0.06%
+79,800
197
$132K 0.05%
+19,864
198
$123K 0.05%
+10,023
199
$101K 0.04%
77,449
-700
200
$86.3K 0.04%
+29,250
6 7
8
9 10