PWP

Prasad Wealth Partners Portfolio holdings

AUM $359M
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$342M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$10.5M
3
+$9.86M
4
IYF icon
iShares US Financials ETF
IYF
+$8.23M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$7.57M

Top Sells

1
+$12.9M
2
+$10.2M
3
+$8.06M
4
NFTY icon
First Trust India Nifty 50 Equal Weight ETF
NFTY
+$7.69M
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$6.01M

Sector Composition

1 Technology 7.6%
2 Consumer Discretionary 4.65%
3 Financials 2.79%
4 Communication Services 2.36%
5 Industrials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IGIB icon
26
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.4B
$4.52M 1.32%
84,813
-2,256
SPY icon
27
SPDR S&P 500 ETF Trust
SPY
$667B
$3.62M 1.06%
5,864
-25
PYLD icon
28
PIMCO Multi Sector Bond Active ETF
PYLD
$7.89B
$3.39M 0.99%
127,915
-508
SHOP icon
29
Shopify
SHOP
$190B
$2.94M 0.86%
25,488
-50
BUFQ icon
30
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.07B
$2.35M 0.69%
70,648
+881
PEP icon
31
PepsiCo
PEP
$199B
$2.26M 0.66%
+17,127
ONON icon
32
On Holding
ONON
$14B
$2.22M 0.65%
42,638
-631
TSLA icon
33
Tesla
TSLA
$1.34T
$2.04M 0.6%
6,433
-218
AAPL icon
34
Apple
AAPL
$4.03T
$1.99M 0.58%
9,693
+327
V icon
35
Visa
V
$637B
$1.88M 0.55%
5,303
-85
ZDEK
36
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$113M
$1.87M 0.55%
76,135
NU icon
37
Nu Holdings
NU
$76.7B
$1.73M 0.51%
125,777
+18,796
PH icon
38
Parker-Hannifin
PH
$105B
$1.69M 0.5%
2,425
+435
PLTR icon
39
Palantir
PLTR
$415B
$1.64M 0.48%
12,029
-1,028
META icon
40
Meta Platforms (Facebook)
META
$1.54T
$1.58M 0.46%
2,140
+459
ETN icon
41
Eaton
ETN
$137B
$1.41M 0.41%
3,959
+844
ARM icon
42
Arm
ARM
$148B
$1.38M 0.4%
8,549
-160
NFTY icon
43
First Trust India Nifty 50 Equal Weight ETF
NFTY
$196M
$1.36M 0.4%
22,614
-128,274
C icon
44
Citigroup
C
$179B
$1.27M 0.37%
14,927
+27
TDIV icon
45
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.63B
$1.27M 0.37%
14,034
+101
BRK.B icon
46
Berkshire Hathaway Class B
BRK.B
$1.1T
$1.26M 0.37%
2,589
-87
ORCL icon
47
Oracle
ORCL
$635B
$1.19M 0.35%
5,440
+253
JPM icon
48
JPMorgan Chase
JPM
$827B
$1.19M 0.35%
4,099
+2,395
BALT icon
49
Innovator Defined Wealth Shield ETF
BALT
$1.69B
$1.09M 0.32%
34,035
+159
COST icon
50
Costco
COST
$409B
$960K 0.28%
970
+259
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