PWA

Prairie Wealth Advisors Portfolio holdings

AUM $244M
1-Year Est. Return 29.71%
This Quarter Est. Return
1 Year Est. Return
+29.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
-$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$530K
3
+$458K
4
VST icon
Vistra
VST
+$435K
5
CEG icon
Constellation Energy
CEG
+$213K

Top Sells

1
+$826K
2
+$523K
3
+$494K
4
NVDA icon
NVIDIA
NVDA
+$494K
5
ZBRA icon
Zebra Technologies
ZBRA
+$463K

Sector Composition

1 Industrials 27.28%
2 Technology 17.03%
3 Consumer Discretionary 7.16%
4 Financials 6.4%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.73%
65,616
+568
27
$1.47M 0.72%
59,140
28
$1.46M 0.72%
39,340
-4
29
$1.45M 0.71%
22,283
-330
30
$1.39M 0.68%
38,850
31
$1.33M 0.66%
2,548
-583
32
$1.21M 0.6%
7,245
-70
33
$1.15M 0.57%
1,996
-30
34
$1.11M 0.54%
17,912
-3,365
35
$998K 0.49%
3,194
-199
36
$978K 0.48%
19,747
+981
37
$970K 0.48%
1,026
+2
38
$960K 0.47%
20,130
39
$955K 0.47%
10,240
-450
40
$936K 0.46%
2,554
+45
41
$934K 0.46%
13,015
-100
42
$893K 0.44%
10,584
+414
43
$891K 0.44%
85,000
44
$863K 0.42%
83,575
+5,400
45
$836K 0.41%
16,404
+755
46
$834K 0.41%
3,442
47
$829K 0.41%
9,423
-29
48
$822K 0.4%
1,463
-187
49
$817K 0.4%
16,144
-1,468
50
$816K 0.4%
10,536
+125
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