PWA
Prairie Wealth Advisors Portfolio holdings
AUM
$234M
1-Year Return
25.75%
This Quarter Return
+3.41%
1 Year Return
+25.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$208M
AUM Growth
+$5.75M
(+2.8%)
Cap. Flow
+$2.19M
Cap. Flow
% of AUM
1.05%
Top 10 Holdings %
Top 10 Hldgs %
52.42%
Holding
159
New
14
Increased
47
Reduced
63
Closed
9
Top Buys
Top Sells
| 1 |
Eli Lilly
LLY
|
$1.69M |
| 2 |
Constellation Brands
STZ
|
$1.4M |
| 3 |
NVIDIA
NVDA
|
$1.21M |
| 4 |
Danaher
DHR
|
$923K |
| 5 |
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% |
