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
76
$462K 0.23%
9,881
-266
77
$455K 0.23%
7,093
-362
78
$454K 0.23%
28,000
-150
79
$444K 0.23%
9,364
+110
80
$441K 0.22%
3,696
-9,396
81
$440K 0.22%
6,727
+289
82
$439K 0.22%
6,401
+5
83
$431K 0.22%
6,885
+635
84
$427K 0.22%
2,925
-382
85
$425K 0.22%
10,344
+400
86
$401K 0.2%
1,366
-53
87
$393K 0.2%
2,293
-951
88
$392K 0.2%
13,466
89
$389K 0.2%
10,675
-400
90
$389K 0.2%
14,389
-337
91
$387K 0.2%
3,858
-1,275
92
$387K 0.2%
1,622
93
$376K 0.19%
752
+28
94
$375K 0.19%
4,815
-176
95
$368K 0.19%
1,724
96
$366K 0.19%
3,685
-415
97
$364K 0.18%
2,610
-10
98
$364K 0.18%
+3,559
99
$347K 0.18%
7,014
-54,371
100
$347K 0.18%
2,387
+135
2 3
4
5 6