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
51
$805K 0.26%
+4,227
52
$721K 0.23%
+17,053
53
$682K 0.22%
+4,090
54
$651K 0.21%
+1,273
55
$645K 0.21%
+39,573
56
$640K 0.21%
+1,871
57
$586K 0.19%
+1,507
58
$572K 0.18%
+9,173
59
$558K 0.18%
+6,896
60
$533K 0.17%
+16,000
61
$504K 0.16%
+5,929
62
$502K 0.16%
+2,632
63
$502K 0.16%
+2,134
64
$491K 0.16%
+536
65
$490K 0.16%
+1,521
66
$482K 0.16%
+625
67
$432K 0.14%
+135
68
$409K 0.13%
+4,653
69
$369K 0.12%
+1,085
70
$364K 0.12%
+3,162
71
$361K 0.12%
+1,505
72
$356K 0.12%
+3,089
73
$353K 0.11%
+3,386
74
$346K 0.11%
+33,376
75
$344K 0.11%
+601
1 2
3
4 5