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
176
$248K 0.12%
533
177
$243K 0.11%
+2,326
178
$242K 0.11%
763
179
$240K 0.11%
716
-140
180
$237K 0.11%
+3,565
181
$234K 0.11%
6,440
-213
182
$231K 0.11%
3,975
183
$229K 0.11%
1,137
+63
184
$228K 0.11%
1,190
-9
185
$224K 0.11%
29,450
-24,150
186
$224K 0.11%
+2,589
187
$221K 0.1%
1,176
-15
188
$219K 0.1%
+1,889
189
$218K 0.1%
+4,350
190
$216K 0.1%
590
191
$209K 0.1%
7,129
-121
192
$204K 0.1%
+4,235
193
$204K 0.1%
1,009
-136
194
$203K 0.1%
3,495
-1,820
195
$201K 0.09%
+7,849
196
$200K 0.09%
764
-76
197
$200K 0.09%
+5,545
198
$170K 0.08%
23,853
-8,775
199
$169K 0.08%
+23,700
200
$168K 0.08%
+12,288
6 7
8
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