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
126
$236K 0.12%
3,726
127
$236K 0.12%
913
+3
128
$232K 0.11%
4,116
+115
129
$220K 0.11%
3,340
+140
130
$217K 0.11%
1,398
-20
131
$215K 0.11%
1,055
-469
132
$212K 0.1%
5,405
+150
133
$211K 0.1%
788
+34
134
$209K 0.1%
1,600
-30
135
$208K 0.1%
1,207
-39
136
$207K 0.1%
+2,753
137
$204K 0.1%
12,800
+100
138
$203K 0.1%
+3,120
139
$203K 0.1%
+2,572
140
$140K 0.07%
16,300
+100
141
$135K 0.07%
21,787
-15,092
142
$91.4K 0.04%
14,300
143
– –
-2,429
144
– –
-1,598
145
– –
-2,117
146
– –
-11,175
147
– –
-460
148
– –
-2,472
149
– –
-1,350
150
– –
-393
3 4 5
6
7