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
51
$818K 0.38%
+7,877
52
$813K 0.38%
+12,720
53
$789K 0.37%
+25,313
54
$776K 0.36%
+7,596
55
$746K 0.35%
+8,818
56
$741K 0.35%
+10,216
57
$738K 0.35%
+71,000
58
$730K 0.34%
+28,220
59
$719K 0.34%
+1,184
60
$708K 0.33%
+21,491
61
$706K 0.33%
+3,357
62
$702K 0.33%
+10,483
63
$690K 0.32%
+1,730
64
$677K 0.32%
+3,536
65
$668K 0.31%
+5,771
66
$655K 0.31%
+2,470
67
$645K 0.3%
+10,823
68
$643K 0.3%
+10,654
69
$641K 0.3%
+4,245
70
$636K 0.3%
+2,448
71
$606K 0.28%
+3,059
72
$606K 0.28%
+6,385
73
$601K 0.28%
+2,930
74
$594K 0.28%
+2,090
75
$591K 0.28%
+3,244
1 2
3
4 5