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
101
$344K 0.17%
13,780
102
$334K 0.17%
+4,675
103
$323K 0.16%
2,035
+100
104
$321K 0.16%
3,960
105
$320K 0.16%
4,985
106
$313K 0.16%
2,717
-503
107
$309K 0.16%
2,352
-95
108
$308K 0.16%
+6,615
109
$299K 0.15%
2,521
110
$296K 0.15%
3,697
+200
111
$294K 0.15%
3,356
112
$291K 0.15%
4,479
+104
113
$278K 0.14%
1,638
-370
114
$274K 0.14%
10,835
+265
115
$273K 0.14%
+729
116
$267K 0.14%
4,504
-323
117
$264K 0.13%
2,389
-1,691
118
$262K 0.13%
12,125
+2,350
119
$261K 0.13%
5,587
-40
120
$261K 0.13%
1,185
121
$261K 0.13%
10,088
-260
122
$256K 0.13%
1,055
-11
123
$255K 0.13%
2,622
+7
124
$254K 0.13%
7,073
-1,857
125
$249K 0.13%
33,068
-1,159
3 4
5
6 7