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
$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 24.09%
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
$405K 0.19%
+4,562
102
$400K 0.19%
+14,726
103
$398K 0.19%
+1,987
104
$393K 0.18%
+3,605
105
$384K 0.18%
+1,935
106
$379K 0.18%
+724
107
$376K 0.18%
+4,985
108
$374K 0.18%
+3,220
109
$372K 0.17%
+16,339
110
$367K 0.17%
+1,724
111
$363K 0.17%
+6,250
112
$349K 0.16%
+2,252
113
$348K 0.16%
+724
114
$342K 0.16%
+2,620
115
$333K 0.16%
+3,960
116
$332K 0.16%
+13,780
117
$327K 0.15%
+6,497
118
$324K 0.15%
+8,930
119
$316K 0.15%
+4,827
120
$305K 0.14%
+2,521
121
$303K 0.14%
+6,047
122
$302K 0.14%
+1,185
123
$297K 0.14%
+3,966
124
$296K 0.14%
+5,627
125
$295K 0.14%
+3,217
3 4
5
6 7