PWM

Prosperity Wealth Management Portfolio holdings

AUM $300M
1-Year Est. Return 28.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.11%
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
+$6.39M
2
+$6.28M
3
+$2.29M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.18M
5
CONL icon
GraniteShares 2x Long COIN Daily ETF
CONL
+$1.61M

Top Sells

1
+$26.9M
2
+$12M
3
+$2.13M
4
UTG icon
Reaves Utility Income Fund
UTG
+$1.1M
5
SOXS icon
Direxion Daily Semiconductor Bear 3X ETF
SOXS
+$1.05M

Sector Composition

1 Technology 16.66%
2 Consumer Discretionary 5.92%
3 Healthcare 3.12%
4 Communication Services 2.47%
5 Financials 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$63.3K 0.03%
+3,165
202
$63.3K 0.03%
+22,000
203
$53.6K 0.02%
+23,100
204
$11.8K ﹤0.01%
21,870
-2,750
205
– –
-800
206
– –
-9,568
207
– –
-10,457
208
– –
-4,467
209
– –
-3,860
210
– –
-39,235
211
– –
-19,266
212
– –
-5,205
213
– –
-45,950
214
– –
-3,150
215
– –
-5,754
216
– –
-14,400
217
– –
-685
218
– –
-2,853
219
– –
-364
220
– –
-21,700
221
– –
-9,011
222
– –
-14,050
223
– –
-14,000
224
– –
-5,225
225
– –
-8,802
6 7 8
9
10