Asset Manager
← All Institutions
NRI Wealth Management LC
Market Value
$0
-100.0%
Holdings
30
-2
New Purchases
0
Added To
0
Closed
30
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 20 | $0 | 0% |
| Large Cap | 8 | $0 | 0% |
| Small Cap | 2 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$1.3T
Median Market Cap
$698.2B
Avg P/E
54.2
Median P/E
30.3
Avg Dividend Yield
0.00%
Avg Beta
1.58
# Stocks
15
# ETFs / Funds
15
Top Holdings (30 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | TSM | —% | — | — | — | -$5M | -15,511 | -100.0% | SOLD |
| 2 | LRCX | —% | — | — | — | -$8M | -43,911 | -100.0% | SOLD |
| 3 | AMZN | —% | — | — | — | -$7M | -29,441 | -100.0% | SOLD |
| 4 | AAPL | —% | — | — | — | -$10M | -35,759 | -100.0% | SOLD |
| 5 | CYRX | —% | — | — | — | -$184K | -19,131 | -100.0% | SOLD |
| 6 | META | —% | — | — | — | -$5M | -7,619 | -100.0% | SOLD |
| 7 | MU | —% | — | — | — | -$8M | -26,285 | -100.0% | SOLD |
| 8 | SPMO | —% | — | — | — | -$20M | -166,619 | -100.0% | SOLD |
| 9 | IVV | —% | — | — | — | -$19M | -28,128 | -100.0% | SOLD |
| 10 | SMH | —% | — | — | — | -$5M | -14,903 | -100.0% | SOLD |
| 11 | VTI | —% | — | — | — | -$6M | -16,530 | -100.0% | SOLD |
| 12 | VOOG | —% | — | — | — | -$377K | -848 | -100.0% | SOLD |
| 13 | VTV | —% | — | — | — | -$225K | -1,176 | -100.0% | SOLD |
| 14 | VGT | —% | — | — | — | -$18M | -24,255 | -100.0% | SOLD |
| 15 | TQQQ | —% | — | — | — | -$321K | -6,082 | -100.0% | SOLD |
| 16 | SPY | —% | — | — | — | -$289K | -424 | -100.0% | SOLD |
| 17 | AVGO | —% | — | — | — | -$272K | -787 | -100.0% | SOLD |
| 18 | GOOGL | —% | — | — | — | -$388K | -1,240 | -100.0% | SOLD |
| 19 | GOOG | —% | — | — | — | -$8M | -25,932 | -100.0% | SOLD |
| 20 | GLD | —% | — | — | — | -$2M | -5,987 | -100.0% | SOLD |
| 21 | MSFT | —% | — | — | — | -$6M | -11,464 | -100.0% | SOLD |
| 22 | QQQ | —% | — | — | — | -$34M | -55,622 | -100.0% | SOLD |
| 23 | NVDA | —% | — | — | — | -$19M | -101,161 | -100.0% | SOLD |
| 24 | TSLA | —% | — | — | — | -$690K | -1,535 | -100.0% | SOLD |
| 25 | SOXL | —% | — | — | — | -$2M | -39,745 | -100.0% | SOLD |
| 26 | CHAT | —% | — | — | — | -$5M | -76,826 | -100.0% | SOLD |
| 27 | XLK | —% | — | — | — | -$201K | -1,394 | -100.0% | SOLD |
| 28 | NFLX | —% | — | — | — | -$3M | -27,583 | -100.0% | SOLD |
| 29 | BRK-B | —% | — | — | — | -$5M | -9,792 | -100.0% | SOLD |
| 30 | VOO | —% | — | — | — | -$698K | -1,112 | -100.0% | SOLD |