PWP
Prasad Wealth Partners Portfolio holdings
AUM
$359M
1-Year Est. Return
17.18%
1 Year Est. Return
+17.18%
AUM
$342M
AUM Growth
+$35.3M
(+12%)
Holding
130
Top Buys
| 1 | +$13.3M | |
| 2 | +$10.5M | |
| 3 | +$9.86M | |
| 4 |
iShares US Financials ETF
IYF
|
+$8.23M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$7.57M |
Top Sells
| 1 | +$12.9M | |
| 2 | +$10.2M | |
| 3 | +$8.06M | |
| 4 |
First Trust India Nifty 50 Equal Weight ETF
NFTY
|
+$7.69M |
| 5 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
+$6.01M |
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 | |
|---|---|---|---|---|---|---|
126
Johnson & Johnson
JNJ
$472B
| – | – |
-1,217
|
|
||
127
Molina Healthcare
MOH
$7.07B
| – | – |
-2,785
|
|
||
128
Monolithic Power Systems
MPWR
$44.1B
| – | – |
-2,196
|
|
||
129
iShares 10-20 Year Treasury Bond ETF
TLH
$12.3B
| – | – |
-77,703
|
|
||
130
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
| – | – |
-6,058
|
|