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
51
$902K 0.26%
+345
52
$898K 0.26%
28,961
-1,071
53
$811K 0.24%
4,572
-170
54
$805K 0.24%
1,032
+407
55
$779K 0.23%
8,298
-814
56
$745K 0.22%
1,351
-27
57
$715K 0.21%
4,149
-80
58
$713K 0.21%
17,324
-215
59
$709K 0.21%
6,587
-7,156
60
$684K 0.2%
12,178
-1,113
61
$623K 0.18%
168
+31
62
$598K 0.18%
845
+248
63
$572K 0.17%
9,227
+29
64
$563K 0.16%
5,677
+105
65
$533K 0.16%
1,455
+7
66
$527K 0.15%
2,137
+1
67
$519K 0.15%
1,529
+4
68
$518K 0.15%
2,653
+11
69
$511K 0.15%
2,234
-30
70
$481K 0.14%
6,967
+105
71
$447K 0.13%
3,642
-371
72
$442K 0.13%
868
-1,028
73
$441K 0.13%
10,000
-6,000
74
$430K 0.13%
+5,103
75
$430K 0.13%
1,558
+101
1 2
3
4 5