PWP

Prasad Wealth Partners Portfolio holdings

AUM $342M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$23.6M
3
+$17.5M
4
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$16.8M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$12.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.01%
2 Consumer Discretionary 5.38%
3 Communication Services 2.15%
4 Financials 2.08%
5 Industrials 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.64M 1.18%
+6,209
27
$2.94M 0.95%
+113,348
28
$2.75M 0.89%
+6,819
29
$2.75M 0.89%
+25,843
30
$2.3M 0.74%
+41,955
31
$2.29M 0.74%
+9,133
32
$2.19M 0.71%
+20,928
33
$1.89M 0.61%
+59,990
34
$1.82M 0.59%
+76,135
35
$1.7M 0.55%
+5,367
36
$1.59M 0.51%
+15,310
37
$1.23M 0.4%
+1,932
38
$1.23M 0.4%
+22,270
39
$1.19M 0.39%
+2,630
40
$1.09M 0.35%
+15,550
41
$1.03M 0.33%
+13,135
42
$999K 0.32%
+8,099
43
$979K 0.32%
+2,949
44
$967K 0.31%
+1,651
45
$901K 0.29%
+28,675
46
$901K 0.29%
+30,271
47
$891K 0.29%
+4,337
48
$835K 0.27%
+8,842
49
$832K 0.27%
+9,368
50
$818K 0.26%
+13,565
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