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
76
$574K 0.27%
+3,684
77
$560K 0.26%
+3,174
78
$544K 0.26%
+3,354
79
$523K 0.25%
+3,307
80
$511K 0.24%
+786
81
$502K 0.24%
+4,100
82
$501K 0.23%
+5,133
83
$496K 0.23%
+11,694
84
$495K 0.23%
+10,147
85
$479K 0.23%
+5,015
86
$474K 0.22%
+1,419
87
$466K 0.22%
+4,080
88
$460K 0.22%
+7,455
89
$456K 0.21%
+4,991
90
$454K 0.21%
+24,195
91
$446K 0.21%
+6,396
92
$443K 0.21%
+28,150
93
$440K 0.21%
+9,254
94
$439K 0.21%
+13,466
95
$438K 0.21%
+1,622
96
$437K 0.21%
+13,559
97
$437K 0.2%
+6,438
98
$416K 0.2%
+9,687
99
$410K 0.19%
+11,075
100
$410K 0.19%
+9,944
2 3
4
5 6