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
51
$824K 0.4%
11,495
52
$823K 0.4%
3,726
+212
53
$823K 0.4%
2,912
54
$817K 0.39%
24,983
55
$786K 0.38%
1,505
-75
56
$769K 0.37%
10,170
-425
57
$769K 0.37%
3,405
+170
58
$763K 0.37%
15,649
+1,275
59
$756K 0.36%
21,491
60
$755K 0.36%
8,399
-620
61
$731K 0.35%
7,166
-460
62
$709K 0.34%
2,448
63
$703K 0.34%
8,237
+697
64
$692K 0.33%
3,442
65
$677K 0.33%
85,000
+14,000
66
$662K 0.32%
27,775
-1,575
67
$641K 0.31%
6,202
-300
68
$637K 0.31%
3,446
-225
69
$626K 0.3%
22,326
-650
70
$621K 0.3%
3,703
+40
71
$620K 0.3%
4,277
-430
72
$618K 0.3%
31,550
-200
73
$592K 0.28%
4,589
+570
74
$585K 0.28%
4,907
-100
75
$530K 0.25%
4,385
-15
1 2
3
4 5