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
$202M
AUM Growth
+$5.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.48M
3
+$503K
4
EJUL icon
Innovator Emerging Markets Power Buffer ETF July
EJUL
+$356K
5
CEG icon
Constellation Energy
CEG
+$329K

Top Sells

1
+$2.21M
2
+$1.4M
3
+$859K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$594K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$441K

Sector Composition

1 Industrials 27.33%
2 Technology 19.94%
3 Consumer Discretionary 7.53%
4 Healthcare 5.89%
5 Financials 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$350K 0.17%
1,684
-40
102
$349K 0.17%
3,960
103
$341K 0.17%
3,620
-1,055
104
$336K 0.17%
2,230
+195
105
$331K 0.16%
3,226
-130
106
$329K 0.16%
+1,266
107
$328K 0.16%
2,794
+77
108
$323K 0.16%
2,521
109
$321K 0.16%
1,185
110
$319K 0.16%
2,427
+40
111
$312K 0.15%
1,980
+240
112
$309K 0.15%
4,304
-175
113
$301K 0.15%
13,425
+1,300
114
$300K 0.15%
3,726
115
$299K 0.15%
5,920
+865
116
$295K 0.15%
+513
117
$293K 0.14%
5,607
+20
118
$286K 0.14%
+773
119
$280K 0.14%
1,638
120
$279K 0.14%
2,380
-9
121
$272K 0.13%
1,865
+100
122
$271K 0.13%
33,268
+200
123
$269K 0.13%
9,955
-133
124
$268K 0.13%
660
+25
125
$266K 0.13%
3,814
-690
3 4
5
6 7