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
101
$400K 0.19%
+14,726
102
$398K 0.19%
+1,987
103
$393K 0.18%
+3,605
104
$384K 0.18%
+1,935
105
$379K 0.18%
+724
106
$376K 0.18%
+4,985
107
$374K 0.18%
+3,220
108
$372K 0.17%
+16,339
109
$367K 0.17%
+1,724
110
$363K 0.17%
+6,250
111
$349K 0.16%
+2,252
112
$348K 0.16%
+724
113
$342K 0.16%
+2,620
114
$333K 0.16%
+3,960
115
$332K 0.16%
+13,780
116
$327K 0.15%
+6,497
117
$324K 0.15%
+8,930
118
$316K 0.15%
+4,827
119
$305K 0.14%
+2,521
120
$303K 0.14%
+6,047
121
$302K 0.14%
+1,185
122
$297K 0.14%
+3,966
123
$296K 0.14%
+5,627
124
$295K 0.14%
+3,217
125
$289K 0.14%
+3,356
3 4
5
6 7