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
76
$344K 0.11%
+1,028
77
$340K 0.11%
+4,702
78
$336K 0.11%
+1,667
79
$335K 0.11%
+833
80
$331K 0.11%
+9,686
81
$325K 0.11%
+3,202
82
$312K 0.1%
+2,693
83
$311K 0.1%
+3,564
84
$310K 0.1%
+2,567
85
$306K 0.1%
+6,814
86
$306K 0.1%
+1,318
87
$301K 0.1%
+572
88
$287K 0.09%
+4,220
89
$280K 0.09%
+16,391
90
$279K 0.09%
+1,027
91
$277K 0.09%
+3,745
92
$277K 0.09%
+1,637
93
$273K 0.09%
+2,215
94
$256K 0.08%
+2,345
95
$253K 0.08%
+1,290
96
$250K 0.08%
+2,868
97
$244K 0.08%
+7,750
98
$238K 0.08%
+1,339
99
$237K 0.08%
+4,085
100
$234K 0.08%
+11,672
1 2 3
4
5