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
$306M
AUM Growth
-$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$8.06M
2
+$6.4M
3
+$1.89M
4
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$1.6M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.42M

Top Sells

1
+$6.28M
2
+$6.13M
3
+$3.95M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$3.59M
5
NVDA icon
NVIDIA
NVDA
+$2.7M

Sector Composition

1 Technology 7.09%
2 Consumer Discretionary 4.26%
3 Financials 2.4%
4 Communication Services 1.79%
5 Healthcare 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$366K 0.12%
4,013
+924
77
$366K 0.12%
4,580
-2,316
78
$353K 0.12%
9,686
79
$343K 0.11%
4,715
+13
80
$339K 0.11%
+34,643
81
$332K 0.11%
3,172
+10
82
$330K 0.11%
3,183
-203
83
$326K 0.11%
597
-4
84
$320K 0.1%
5,885
-44
85
$314K 0.1%
572
86
$306K 0.1%
15,309
-1,082
87
$305K 0.1%
4,212
-8
88
$301K 0.1%
834
+1
89
$298K 0.1%
3,206
+4
90
$288K 0.09%
12,670
+998
91
$284K 0.09%
1,644
+7
92
$275K 0.09%
1,026
-2
93
$273K 0.09%
3,765
+20
94
$273K 0.09%
2,345
95
$269K 0.09%
3,565
+1
96
$257K 0.08%
2,224
+9
97
$255K 0.08%
2,481
-86
98
$255K 0.08%
971
-56
99
$250K 0.08%
4,288
+203
100
$244K 0.08%
1,457
+139
1 2 3
4
5