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
$203M
AUM Growth
-$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$530K
3
+$458K
4
VST icon
Vistra
VST
+$435K
5
CEG icon
Constellation Energy
CEG
+$213K

Top Sells

1
+$826K
2
+$523K
3
+$494K
4
NVDA icon
NVIDIA
NVDA
+$494K
5
ZBRA icon
Zebra Technologies
ZBRA
+$463K

Sector Composition

1 Industrials 27.28%
2 Technology 17.03%
3 Consumer Discretionary 7.16%
4 Financials 6.4%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$337K 0.17%
3,960
102
$330K 0.16%
4,420
+66
103
$329K 0.16%
4,800
104
$325K 0.16%
2,521
105
$325K 0.16%
2,020
+10
106
$311K 0.15%
20,456
-1,870
107
$303K 0.15%
789
-1,070
108
$296K 0.15%
1,733
+25
109
$295K 0.15%
13,683
-167
110
$292K 0.14%
5,825
-400
111
$286K 0.14%
1,167
+1
112
$281K 0.14%
5,277
-125
113
$279K 0.14%
2,375
-7
114
$277K 0.14%
2,086
+107
115
$276K 0.14%
1,185
116
$275K 0.14%
3,391
-832
117
$273K 0.13%
11,286
+1,750
118
$268K 0.13%
2,300
119
$263K 0.13%
9,927
-18
120
$258K 0.13%
3,504
-130
121
$255K 0.13%
10,072
+665
122
$254K 0.13%
1,932
-85
123
$242K 0.12%
30,201
-3,567
124
$242K 0.12%
700
125
$237K 0.12%
1,958
3 4
5
6 7