PWP

Prasad Wealth Partners Portfolio holdings

AUM $367M
1-Year Est. Return 17.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$359M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$1.86M
3
+$1.64M
4
JSI icon
Janus Henderson Securitized Income ETF
JSI
+$1.23M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$1.04M

Top Sells

1
+$5.81M
2
+$4.41M
3
+$3.92M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$2.41M
5
FFLC icon
Fidelity Fundamental Large Cap Core ETF
FFLC
+$1.12M

Sector Composition

1 Technology 8.06%
2 Consumer Discretionary 4.47%
3 Financials 2.72%
4 Communication Services 2.62%
5 Industrials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$314K 0.09%
11,872
102
$309K 0.09%
1,659
+15
103
$299K 0.08%
2,649
+9
104
$293K 0.08%
1,812
-687
105
$293K 0.08%
8,733
-1,766
106
$272K 0.08%
10,000
107
$267K 0.07%
6,730
108
$265K 0.07%
3,475
109
$265K 0.07%
4,737
-28
110
$263K 0.07%
2,232
+9
111
$262K 0.07%
1,348
+3
112
$257K 0.07%
4,027
-146
113
$255K 0.07%
1,075
-13
114
$254K 0.07%
14,909
+232
115
$254K 0.07%
7,650
+100
116
$254K 0.07%
3,456
+4
117
$248K 0.07%
1,148
+5
118
$245K 0.07%
5,895
-1,665
119
$245K 0.07%
1,108
-1,126
120
$245K 0.07%
+7,600
121
$240K 0.07%
4,649
+24
122
$239K 0.07%
2,393
+9
123
$236K 0.07%
910
124
$232K 0.06%
+1,394
125
$232K 0.06%
+486
2 3 4
5
6