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
76
$494K 0.24%
5,808
-305
77
$491K 0.24%
1,366
78
$473K 0.23%
6,727
-90
79
$472K 0.23%
+6,875
80
$468K 0.23%
9,476
+81
81
$463K 0.22%
1,200
+427
82
$451K 0.22%
717
-56
83
$450K 0.22%
2,962
-239
84
$443K 0.21%
3,061
+84
85
$431K 0.21%
3,726
-90
86
$430K 0.21%
6,903
-155
87
$410K 0.2%
964
+35
88
$408K 0.2%
4,476
-125
89
$406K 0.2%
1,592
90
$403K 0.19%
1,545
-335
91
$400K 0.19%
6,117
-315
92
$399K 0.19%
2,247
-60
93
$388K 0.19%
1,736
+470
94
$380K 0.18%
4,223
-2,550
95
$379K 0.18%
14,210
-179
96
$375K 0.18%
6,225
-485
97
$367K 0.18%
+36,879
98
$367K 0.18%
3,460
-160
99
$367K 0.18%
13,100
-325
100
$365K 0.18%
621
+108
2 3
4
5 6