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
51
$755K 0.38%
2,194
-235
52
$744K 0.38%
29,650
+1,430
53
$737K 0.37%
4,709
-756
54
$726K 0.37%
21,491
55
$725K 0.37%
1,074
-110
56
$720K 0.37%
4,440
-341
57
$714K 0.36%
1,605
-125
58
$669K 0.34%
3,442
-94
59
$664K 0.34%
9,814
-840
60
$657K 0.33%
2,448
61
$642K 0.33%
3,005
+75
62
$639K 0.32%
6,319
+548
63
$633K 0.32%
3,691
+7
64
$620K 0.31%
3,056
-301
65
$613K 0.31%
6,616
+231
66
$602K 0.31%
13,704
+2,010
67
$587K 0.3%
1,880
-210
68
$569K 0.29%
3,453
+99
69
$531K 0.27%
9,145
-1,338
70
$524K 0.27%
3,175
+1
71
$517K 0.26%
9,664
-1,159
72
$517K 0.26%
2,325
-145
73
$517K 0.26%
786
74
$479K 0.24%
7,423
-1,395
75
$478K 0.24%
5,007
-8
1 2
3
4 5