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
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
– –
-4,467
206
– –
-3,860
207
– –
-39,235
208
– –
-19,266
209
– –
-5,205
210
– –
-45,950
211
– –
-3,150
212
– –
-5,754
213
– –
-685
214
– –
-2,853
215
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-364
216
– –
-21,700
217
– –
-9,011
218
– –
-14,050
219
– –
-14,000
220
– –
-5,225
221
– –
-8,802
222
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-14,400
223
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-7,008
224
– –
-970
225
– –
-56,480
6 7 8
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