Asset Manager
← All Institutions
Prosperity Wealth Management, Inc.
Market Value
$0
-100.0%
Holdings
240
-53
New Purchases
0
Added To
0
Closed
240
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 42 | $0 | 0% |
| Large Cap | 111 | $0 | 0% |
| Mid Cap | 38 | $0 | 0% |
| Small Cap | 28 | $0 | 0% |
| Micro Cap | 21 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$236.4B
Median Market Cap
$23.1B
Avg P/E
52.3
Median P/E
32.4
Avg Dividend Yield
0.02%
Avg Beta
1.17
# Stocks
115
# ETFs / Funds
125
Top Holdings (240 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | GE | —% | — | — | — | -$2M | -5,295 | -100.0% | SOLD |
| 2 | DIS | —% | — | — | — | -$215K | -1,888 | -100.0% | SOLD |
| 3 | PDI | —% | — | — | — | -$439K | -24,781 | -100.0% | SOLD |
| 4 | DECK | —% | — | — | — | -$959K | -9,254 | -100.0% | SOLD |
| 5 | UBER | —% | — | — | — | -$2M | -26,020 | -100.0% | SOLD |
| 6 | NOW | —% | — | — | — | -$531K | -3,465 | -100.0% | SOLD |
| 7 | XOM | —% | — | — | — | -$1M | -11,295 | -100.0% | SOLD |
| 8 | BROS | —% | — | — | — | -$511K | -8,350 | -100.0% | SOLD |
| 9 | NEE | —% | — | — | — | -$924K | -11,515 | -100.0% | SOLD |
| 10 | SGOV | —% | — | — | — | -$1M | -12,717 | -100.0% | SOLD |
| 11 | TRGP | —% | — | — | — | -$2M | -11,912 | -100.0% | SOLD |
| 12 | GOF | —% | — | — | — | -$430K | -33,416 | -100.0% | SOLD |
| 13 | PATH | —% | — | — | — | -$420K | -25,600 | -100.0% | SOLD |
| 14 | V | —% | — | — | — | -$250K | -713 | -100.0% | SOLD |
| 15 | SNOW | —% | — | — | — | -$324K | -1,475 | -100.0% | SOLD |
| 16 | FMC | —% | — | — | — | -$245K | -17,656 | -100.0% | SOLD |
| 17 | GS | —% | — | — | — | -$3M | -2,965 | -100.0% | SOLD |
| 18 | HD | —% | — | — | — | -$203K | -590 | -100.0% | SOLD |
| 19 | ABBV | —% | — | — | — | -$225K | -983 | -100.0% | SOLD |
| 20 | AJG | —% | — | — | — | -$954K | -3,687 | -100.0% | SOLD |
| 21 | CRM | —% | — | — | — | -$876K | -3,306 | -100.0% | SOLD |
| 22 | ONON | —% | — | — | — | -$609K | -13,100 | -100.0% | SOLD |
| 23 | FSK | —% | — | — | — | -$415K | -28,023 | -100.0% | SOLD |
| 24 | FVRR | —% | — | — | — | -$547K | -27,700 | -100.0% | SOLD |
| 25 | VST | —% | — | — | — | -$1M | -8,096 | -100.0% | SOLD |
| 26 | VRT | —% | — | — | — | -$2M | -9,560 | -100.0% | SOLD |
| 27 | PCN | —% | — | — | — | -$196K | -15,367 | -100.0% | SOLD |
| 28 | IBM | —% | — | — | — | -$1M | -4,927 | -100.0% | SOLD |
| 29 | GEV | —% | — | — | — | -$510K | -780 | -100.0% | SOLD |
| 30 | IGR | —% | — | — | — | -$274K | -62,543 | -100.0% | SOLD |
| 31 | JPM | —% | — | — | — | -$1M | -3,271 | -100.0% | SOLD |
| 32 | SCHW | —% | — | — | — | -$727K | -7,275 | -100.0% | SOLD |
| 33 | MCO | —% | — | — | — | -$273K | -535 | -100.0% | SOLD |
| 34 | ES | —% | — | — | — | -$497K | -7,379 | -100.0% | SOLD |
| 35 | TFC | —% | — | — | — | -$691K | -14,032 | -100.0% | SOLD |
| 36 | PG | —% | — | — | — | -$327K | -2,280 | -100.0% | SOLD |
| 37 | TOST | —% | — | — | — | -$504K | -14,200 | -100.0% | SOLD |
| 38 | GLW | —% | — | — | — | -$467K | -5,336 | -100.0% | SOLD |
| 39 | ANET | —% | — | — | — | -$2M | -18,744 | -100.0% | SOLD |
| 40 | LLY | —% | — | — | — | -$4M | -3,314 | -100.0% | SOLD |
| 41 | OSCR | —% | — | — | — | -$297K | -20,691 | -100.0% | SOLD |
| 42 | BA | —% | — | — | — | -$234K | -1,079 | -100.0% | SOLD |
| 43 | IONQ | —% | — | — | — | -$310K | -6,900 | -100.0% | SOLD |
| 44 | MRK | —% | — | — | — | -$229K | -2,175 | -100.0% | SOLD |
| 45 | O | —% | — | — | — | -$224K | -3,975 | -100.0% | SOLD |
| 46 | JNJ | —% | — | — | — | -$247K | -1,193 | -100.0% | SOLD |
| 47 | WHR | —% | — | — | — | -$203K | -2,812 | -100.0% | SOLD |
| 48 | CLS | —% | — | — | — | -$1M | -3,471 | -100.0% | SOLD |
| 49 | COHR | —% | — | — | — | -$986K | -5,343 | -100.0% | SOLD |
| 50 | CCJ | —% | — | — | — | -$445K | -4,860 | -100.0% | SOLD |
| 51 | AXON | —% | — | — | — | -$822K | -1,447 | -100.0% | SOLD |
| 52 | EMR | —% | — | — | — | -$818K | -6,164 | -100.0% | SOLD |
| 53 | CRS | —% | — | — | — | -$214K | -681 | -100.0% | SOLD |
| 54 | CW | —% | — | — | — | -$421K | -763 | -100.0% | SOLD |
| 55 | RTX | —% | — | — | — | -$714K | -3,895 | -100.0% | SOLD |
| 56 | ASML | —% | — | — | — | -$2M | -1,609 | -100.0% | SOLD |
| 57 | TSM | —% | — | — | — | -$1M | -3,436 | -100.0% | SOLD |
| 58 | PNC | —% | — | — | — | -$1M | -4,860 | -100.0% | SOLD |
| 59 | P | —% | — | — | — | -$471K | -7,025 | -100.0% | SOLD |
| 60 | HOOD | —% | — | — | — | -$667K | -5,895 | -100.0% | SOLD |
| 61 | AMD | —% | — | — | — | -$373K | -1,741 | -100.0% | SOLD |
| 62 | ILMN | —% | — | — | — | -$593K | -4,520 | -100.0% | SOLD |
| 63 | FIGR | —% | — | — | — | -$486K | -11,910 | -100.0% | SOLD |
| 64 | LOCO | —% | — | — | — | -$656K | -62,700 | -100.0% | SOLD |
| 65 | LRCX | —% | — | — | — | -$250K | -1,460 | -100.0% | SOLD |
| 66 | APP | —% | — | — | — | -$219K | -325 | -100.0% | SOLD |
| 67 | CIBR | —% | — | — | — | -$376K | -5,257 | -100.0% | SOLD |
| 68 | MDB | —% | — | — | — | -$1M | -2,555 | -100.0% | SOLD |
| 69 | DOCU | —% | — | — | — | -$468K | -6,835 | -100.0% | SOLD |
| 70 | KARO | —% | — | — | — | -$592K | -13,000 | -100.0% | SOLD |
| 71 | AMZN | —% | — | — | — | -$6M | -24,995 | -100.0% | SOLD |
| 72 | KALU | —% | — | — | — | -$884K | -7,700 | -100.0% | SOLD |
| 73 | MAR | —% | — | — | — | -$217K | -700 | -100.0% | SOLD |
| 74 | FLEX | —% | — | — | — | -$562K | -9,300 | -100.0% | SOLD |
| 75 | MRVL | —% | — | — | — | -$997K | -11,730 | -100.0% | SOLD |
| 76 | DKNG | —% | — | — | — | -$2M | -71,954 | -100.0% | SOLD |
| 77 | AAPL | —% | — | — | — | -$5M | -18,133 | -100.0% | SOLD |
| 78 | GEHC | —% | — | — | — | -$877K | -10,688 | -100.0% | SOLD |
| 79 | GTLB | —% | — | — | — | -$357K | -9,500 | -100.0% | SOLD |
| 80 | ALAB | —% | — | — | — | -$754K | -4,530 | -100.0% | SOLD |
| 81 | AUR | —% | — | — | — | -$299K | -77,980 | -100.0% | SOLD |
| 82 | AAPB | —% | — | — | — | -$440K | -13,725 | -100.0% | SOLD |
| 83 | CONL | —% | — | — | — | -$352K | -24,021 | -100.0% | SOLD |
| 84 | AMZZ | —% | — | — | — | -$801K | -25,445 | -100.0% | SOLD |
| 85 | BUFR | —% | — | — | — | -$383K | -11,183 | -100.0% | SOLD |
| 86 | ISRG | —% | — | — | — | -$664K | -1,172 | -100.0% | SOLD |
| 87 | ALLT | —% | — | — | — | -$357K | -36,300 | -100.0% | SOLD |
| 88 | PTY | —% | — | — | — | -$950K | -73,662 | -100.0% | SOLD |
| 89 | INOD | —% | — | — | — | -$552K | -10,825 | -100.0% | SOLD |
| 90 | BUFQ | —% | — | — | — | -$415K | -11,593 | -100.0% | SOLD |
| 91 | DASH | —% | — | — | — | -$1M | -4,573 | -100.0% | SOLD |
| 92 | MTUM | —% | — | — | — | -$215K | -861 | -100.0% | SOLD |
| 93 | CRWD | —% | — | — | — | -$1M | -2,689 | -100.0% | SOLD |
| 94 | FIVN | —% | — | — | — | -$501K | -25,000 | -100.0% | SOLD |
| 95 | META | —% | — | — | — | -$3M | -4,249 | -100.0% | SOLD |
| 96 | GRID | —% | — | — | — | -$211K | -1,378 | -100.0% | SOLD |
| 97 | APLD | —% | — | — | — | -$383K | -15,600 | -100.0% | SOLD |
| 98 | KHC | —% | — | — | — | -$272K | -11,211 | -100.0% | SOLD |
| 99 | MELI | —% | — | — | — | -$747K | -371 | -100.0% | SOLD |
| 100 | KNG | —% | — | — | — | -$449K | -9,128 | -100.0% | SOLD |