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
101
$227K 0.07%
+861
102
$222K 0.07%
+1,450
103
$221K 0.07%
+5,842
104
$220K 0.07%
+4,063
105
$215K 0.07%
+2,500
106
$207K 0.07%
+1,235
107
$207K 0.07%
+1,855
108
$205K 0.07%
+481
109
$201K 0.07%
+5,615
110
$200K 0.06%
+4,561
111
$200K 0.06%
+552
112
$182K 0.06%
+11,812
113
$124K 0.04%
+12,557
1 2 3 4
5