PWA

Prairie Wealth Advisors Portfolio holdings

AUM $234M
1-Year Est. Return 25.75%
This Quarter Est. Return
1 Year Est. Return
+25.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$15.2M
3
+$8M
4
GLD icon
SPDR Gold Trust
GLD
+$7.95M
5
LLY icon
Eli Lilly
LLY
+$7.19M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 23.9%
2 Technology 17.97%
3 Consumer Discretionary 6.97%
4 Healthcare 6.49%
5 Financials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 0.67%
+4,495
27
$1.43M 0.67%
+40,088
28
$1.42M 0.67%
+24,894
29
$1.4M 0.66%
+10,598
30
$1.36M 0.64%
+28,621
31
$1.32M 0.62%
+7,476
32
$1.29M 0.61%
+2,666
33
$1.24M 0.58%
+821
34
$1.18M 0.55%
+71,000
35
$1.18M 0.55%
+2,334
36
$1.17M 0.55%
+23,532
37
$1.11M 0.52%
+51,360
38
$1.06M 0.5%
+32,970
39
$1.03M 0.48%
+10,190
40
$1.03M 0.48%
+3,641
41
$1.01M 0.47%
+7,630
42
$967K 0.45%
+1,321
43
$932K 0.44%
+2,429
44
$925K 0.43%
+20,328
45
$863K 0.41%
+4,781
46
$862K 0.4%
+5,465
47
$859K 0.4%
+3,438
48
$858K 0.4%
+13,385
49
$855K 0.4%
+4,861
50
$847K 0.4%
+2,912
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