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
$208M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.49M
3
+$675K
4
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$472K
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$453K

Top Sells

1
+$1.69M
2
+$1.4M
3
+$1.21M
4
DHR icon
Danaher
DHR
+$923K
5
SMCI icon
Super Micro Computer
SMCI
+$553K

Sector Composition

1 Industrials 25.59%
2 Technology 20.77%
3 Consumer Discretionary 8.13%
4 Financials 6.15%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$354K 0.17%
2,680
+60
102
$350K 0.17%
3,960
103
$344K 0.17%
13,949
104
$340K 0.16%
1,684
105
$333K 0.16%
2,010
+30
106
$332K 0.16%
4,800
107
$330K 0.16%
6,839
+919
108
$322K 0.15%
2,521
109
$313K 0.15%
5,402
-205
110
$311K 0.15%
1,708
+70
111
$310K 0.15%
+9,536
112
$309K 0.15%
1,246
-905
113
$305K 0.15%
4,354
+50
114
$302K 0.15%
2,382
+2
115
$300K 0.14%
13,850
+425
116
$298K 0.14%
3,226
117
$297K 0.14%
3,634
-180
118
$292K 0.14%
1,185
119
$291K 0.14%
2,702
-92
120
$289K 0.14%
2,300
121
$288K 0.14%
1,524
+580
122
$280K 0.13%
1,166
-34
123
$272K 0.13%
2,429
-250
124
$267K 0.13%
2,017
-410
125
$265K 0.13%
33,768
+500
3 4
5
6 7