PWP

Prasad Wealth Partners Portfolio holdings

AUM $375M
1-Year Est. Return 16.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.45%
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
+$12.1M
2
+$10.5M
3
+$9.09M
4
IYF icon
iShares US Financials ETF
IYF
+$7.66M
5
JSI icon
Janus Henderson Securitized Income ETF
JSI
+$7.28M

Top Sells

1
+$11.9M
2
+$10.1M
3
+$8.06M
4
NFTY icon
First Trust India Nifty 50 Equal Weight ETF
NFTY
+$7.4M
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$5.4M

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
26
$4.52M 1.32%
84,813
-2,256
27
$3.62M 1.06%
5,864
-25
28
$3.39M 0.99%
127,915
-508
29
$2.94M 0.86%
25,488
-50
30
$2.35M 0.69%
70,648
+881
31
$2.26M 0.66%
+17,127
32
$2.22M 0.65%
42,638
-631
33
$2.04M 0.6%
6,433
-218
34
$1.99M 0.58%
9,693
+327
35
$1.88M 0.55%
5,303
-85
36
$1.87M 0.55%
76,135
37
$1.73M 0.51%
125,777
+18,796
38
$1.69M 0.5%
2,425
+435
39
$1.64M 0.48%
12,029
-1,028
40
$1.58M 0.46%
2,140
+459
41
$1.41M 0.41%
3,959
+844
42
$1.38M 0.4%
8,549
-160
43
$1.36M 0.4%
22,614
-128,274
44
$1.27M 0.37%
14,927
+27
45
$1.27M 0.37%
14,034
+101
46
$1.26M 0.37%
2,589
-87
47
$1.19M 0.35%
5,440
+253
48
$1.19M 0.35%
4,099
+2,395
49
$1.09M 0.32%
34,035
+159
50
$960K 0.28%
970
+259
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