PWP
Prasad Wealth Partners Portfolio holdings
AUM
$375M
1-Year Est. Return
16.45%
This Fund
S&P 500
1 Year Est. Return
+16.45%
AUM
$375M
AUM Growth
+$16.1M
(+4.5%)
Holding
153
Top Buys
| 1 | +$8.57M | |
| 2 | +$8.34M | |
| 3 | +$6.67M | |
| 4 |
Janus Henderson Mortgage-Backed Securities ETF
JMBS
|
+$6.04M |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$2.37M |
Top Sells
| 1 | +$9.97M | |
| 2 | +$9.62M | |
| 3 | +$2.97M | |
| 4 |
ALPS Smith Core Plus Bond ETF
SMTH
|
+$1.96M |
| 5 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$689K |
Sector Composition
| 1 | Technology | 7.31% |
| 2 | Consumer Discretionary | 4.14% |
| 3 | Financials | 3.1% |
| 4 | Communication Services | 3.04% |
| 5 | Industrials | 1.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Strategy Inc
MSTR
$57.7B
| – | – |
-1,101
|
|
||
152
Qualcomm
QCOM
$145B
| – | – |
-1,394
|
|
||
153
State Street Blackstone Senior Loan ETF
SRLN
$4.78B
| – | – |
-5,895
|
|