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
51
$808K 0.4%
11,395
-100
52
$794K 0.39%
7,606
+130
53
$771K 0.38%
24,983
54
$751K 0.37%
3,763
+37
55
$746K 0.37%
1,507
+2
56
$740K 0.36%
21,491
57
$731K 0.36%
23,785
-10,070
58
$716K 0.35%
3,380
-25
59
$714K 0.35%
2,912
60
$691K 0.34%
6,866
-300
61
$689K 0.34%
26,960
-815
62
$681K 0.34%
8,369
-30
63
$673K 0.33%
2,448
64
$656K 0.32%
4,464
-125
65
$614K 0.3%
33,050
+1,500
66
$588K 0.29%
3,453
-250
67
$580K 0.29%
6,088
-114
68
$563K 0.28%
2,794
+1,058
69
$555K 0.27%
8,504
+267
70
$545K 0.27%
1,366
71
$541K 0.27%
3,353
-93
72
$530K 0.26%
+3,059
73
$498K 0.24%
6,903
74
$495K 0.24%
4,845
-62
75
$494K 0.24%
3,726
1 2
3
4 5