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
126
$257K 0.12%
9,945
-10
127
$257K 0.12%
1,418
+5
128
$255K 0.12%
3,726
129
$252K 0.12%
+754
130
$250K 0.12%
9,407
+1,791
131
$248K 0.12%
+1,598
132
$240K 0.12%
910
+3
133
$235K 0.11%
4,001
+316
134
$230K 0.11%
1,350
-50
135
$230K 0.11%
1,958
-272
136
$224K 0.11%
1,979
137
$224K 0.11%
+460
138
$223K 0.11%
+3,200
139
$216K 0.1%
+5,255
140
$214K 0.1%
580
141
$212K 0.1%
+2,117
142
$211K 0.1%
+1,630
143
$210K 0.1%
700
+40
144
$208K 0.1%
2,472
+130
145
$207K 0.1%
+477
146
$201K 0.1%
+393
147
$197K 0.09%
12,700
-600
148
$164K 0.08%
11,175
-1,700
149
$134K 0.06%
16,200
+300
150
$97.2K 0.05%
14,300
-800
3 4 5
6
7