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
$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 23.9%
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
126
$289K 0.14%
+2,447
127
$288K 0.14%
+4,375
128
$285K 0.13%
+2,008
129
$284K 0.13%
+2,618
130
$283K 0.13%
+2,815
131
$274K 0.13%
+3,211
132
$268K 0.13%
+3,799
133
$267K 0.13%
+1,990
134
$266K 0.13%
+1,066
135
$266K 0.12%
+3,497
136
$262K 0.12%
+3,135
137
$260K 0.12%
+4,224
138
$260K 0.12%
+10,348
139
$259K 0.12%
+859
140
$252K 0.12%
+1,534
141
$251K 0.12%
+1,463
142
$249K 0.12%
+5,461
143
$248K 0.12%
+34,227
144
$246K 0.12%
+2,615
145
$243K 0.11%
+10,570
146
$243K 0.11%
+465
147
$239K 0.11%
+5,405
148
$235K 0.11%
+4,005
149
$228K 0.11%
+1,665
150
$228K 0.11%
+2,004
3 4 5
6
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