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PWP
Prasad Wealth Partners Portfolio holdings
AUM
$367M
1-Year Est. Return
17.15%
This Fund
S&P 500
This Quarter
Est. Return
+3.39%
1 Year Est. Return
+17.15%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$309M
AUM Growth
–
Cap. Flow
+$310M
Cap. Flow
% of AUM
100.23%
Top 10 Holdings %
Top 10 Hldgs %
48.52%
Holding
113
New
113
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
+$26.6M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$23.7M |
| 3 |
Janus Henderson AAA CLO ETF
JAAA
|
+$17.5M |
| 4 |
Innovator Laddered Allocation Power Buffer ETF
BUFF
|
+$16.7M |
| 5 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$13.1M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 10.01% |
| 2 | Consumer Discretionary | 5.38% |
| 3 | Communication Services | 2.15% |
| 4 | Financials | 2.08% |
| 5 | Industrials | 0.99% |
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Prasad Wealth Partners's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Prasad Wealth Partners, which disclosed 113 positions worth $309M. Its ten largest holdings account for 49% of the portfolio.
Its largest position is Fidelity Nasdaq Composite Index ETF: 355,038 shares worth $27M.
By sector, the portfolio is most concentrated in Technology at 10% of assets, followed by Consumer Discretionary and Communication Services.
- Prasad Wealth Partners's largest Q4 2024 buy was Fidelity Nasdaq Composite Index ETF: 355,038 shares worth $27M.
- Prasad Wealth Partners's ten largest holdings make up 49% of its $309M portfolio in Q4 2024.
- Prasad Wealth Partners disclosed 113 positions in Q4 2024, its first 13F filing on record.
Based on Prasad Wealth Partners's 13F filing for Q4 2024, filed 4 Feb 2025.