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
76
$476K 0.23%
6,850
-25
77
$476K 0.23%
9,301
-175
78
$463K 0.23%
1,488
-57
79
$459K 0.23%
6,702
-25
80
$456K 0.22%
3,495
+35
81
$451K 0.22%
2,698
-1,579
82
$445K 0.22%
944
-20
83
$443K 0.22%
2,671
-390
84
$435K 0.21%
+3,707
85
$425K 0.21%
692
-25
86
$424K 0.21%
1,638
-2,020
87
$420K 0.21%
4,281
-195
88
$408K 0.2%
5,977
-140
89
$404K 0.2%
721
+100
90
$397K 0.2%
1,592
91
$396K 0.19%
3,626
+400
92
$390K 0.19%
1,684
93
$386K 0.19%
3,760
-625
94
$386K 0.19%
14,022
-188
95
$385K 0.19%
2,680
96
$369K 0.18%
7,339
+500
97
$356K 0.18%
13,100
98
$352K 0.17%
13,949
99
$348K 0.17%
1,660
-587
100
$340K 0.17%
2,266
-696
2 3
4
5 6