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
$208M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.49M
3
+$675K
4
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$472K
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$453K

Top Sells

1
+$1.69M
2
+$1.4M
3
+$1.21M
4
DHR icon
Danaher
DHR
+$923K
5
SMCI icon
Super Micro Computer
SMCI
+$553K

Sector Composition

1 Industrials 25.59%
2 Technology 20.77%
3 Consumer Discretionary 8.13%
4 Financials 6.15%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.73%
65,048
+7,205
27
$1.52M 0.73%
59,140
28
$1.49M 0.72%
39,344
-305
29
$1.48M 0.71%
3,658
+69
30
$1.43M 0.69%
3,161
-2
31
$1.43M 0.69%
38,850
-16
32
$1.4M 0.67%
825
+9
33
$1.26M 0.61%
21,277
-147
34
$1.19M 0.57%
2,026
+10
35
$1.15M 0.55%
10,411
+335
36
$1.14M 0.55%
23,980
+14,140
37
$1.06M 0.51%
33,855
+165
38
$1.01M 0.49%
20,130
-66
39
$1.01M 0.49%
7,476
40
$984K 0.47%
3,393
-35
41
$977K 0.47%
13,115
-325
42
$976K 0.47%
2,509
+260
43
$971K 0.47%
1,650
+86
44
$957K 0.46%
18,766
+8,885
45
$953K 0.46%
1,069
-5
46
$938K 0.45%
1,024
+82
47
$897K 0.43%
78,175
+6,700
48
$891K 0.43%
17,612
-1,256
49
$856K 0.41%
9,452
-65
50
$827K 0.4%
1,859
-389
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2
3 4 5