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
1
$27M 8.74%
+355,038
2
$23.6M 7.62%
+183,225
3
$17.5M 5.65%
+344,220
4
$16.8M 5.43%
+373,880
5
$12.9M 4.17%
+370,577
6
$12.4M 4.03%
+487,842
7
$10.8M 3.49%
+288,031
8
$10.5M 3.39%
+425,223
9
$9.81M 3.18%
+16,671
10
$8.75M 2.83%
+39,902
11
$8.34M 2.7%
+15,477
12
$7.63M 2.47%
+56,814
13
$7.36M 2.38%
+415,820
14
$7.32M 2.37%
+130,780
15
$7.31M 2.37%
+167,268
16
$7.31M 2.36%
+41,707
17
$7.29M 2.36%
+145,152
18
$7.25M 2.35%
+178,269
19
$6.9M 2.23%
+300,397
20
$6.83M 2.21%
+59,514
21
$5.71M 1.85%
+13,542
22
$4.65M 1.51%
+24,576
23
$4.52M 1.46%
+59,826
24
$4.26M 1.38%
+82,752
25
$4.11M 1.33%
+98,479
1
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