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
$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 24.09%
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%
+3,356
127
$289K 0.14%
+2,447
128
$288K 0.14%
+4,375
129
$285K 0.13%
+2,008
130
$284K 0.13%
+2,618
131
$283K 0.13%
+2,815
132
$274K 0.13%
+6,422
133
$268K 0.13%
+3,799
134
$267K 0.13%
+1,990
135
$266K 0.13%
+1,066
136
$266K 0.12%
+3,497
137
$262K 0.12%
+3,135
138
$260K 0.12%
+8,448
139
$260K 0.12%
+10,348
140
$259K 0.12%
+859
141
$252K 0.12%
+1,534
142
$251K 0.12%
+1,463
143
$249K 0.12%
+5,461
144
$248K 0.12%
+34,227
145
$246K 0.12%
+2,615
146
$243K 0.11%
+10,570
147
$243K 0.11%
+465
148
$239K 0.11%
+5,405
149
$235K 0.11%
+4,005
150
$228K 0.11%
+1,665
3 4 5
6
7