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
$197M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$364K
2
+$334K
3
+$308K
4
DE icon
Deere & Co
DE
+$273K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$225K

Top Sells

1
+$2.69M
2
+$2.38M
3
+$2.38M
4
LLY icon
Eli Lilly
LLY
+$2.07M
5
NVDA icon
NVIDIA
NVDA
+$1.27M

Sector Composition

1 Industrials 27.02%
2 Technology 20.43%
3 Consumer Discretionary 7.45%
4 Healthcare 6.21%
5 Financials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 0.68%
816
-5
27
$1.27M 0.65%
2,292
-42
28
$1.26M 0.64%
3,103
-576
29
$1.21M 0.62%
2,218
-4,344
30
$1.18M 0.6%
24,557
-337
31
$1.16M 0.59%
7,230
-400
32
$1.16M 0.59%
52,343
+983
33
$1.11M 0.56%
7,476
34
$1.06M 0.54%
33,545
+575
35
$1.04M 0.53%
1,222
-99
36
$1.02M 0.52%
21,423
-2,109
37
$1.02M 0.52%
2,016
-650
38
$968K 0.49%
20,328
39
$920K 0.47%
11,230
+1,040
40
$878K 0.45%
10,016
-200
41
$877K 0.44%
2,912
42
$876K 0.44%
3,437
-204
43
$870K 0.44%
13,440
+55
44
$851K 0.43%
71,000
45
$847K 0.43%
3,388
-50
46
$825K 0.42%
11,645
-1,075
47
$789K 0.4%
71,200
+200
48
$780K 0.4%
25,313
49
$765K 0.39%
7,651
+55
50
$758K 0.38%
3,833
-1,028
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