PWA
Prairie Wealth Advisors Portfolio holdings
AUM $203M
AUM
$203M
AUM Growth
-$4.65M (-2%)
Cap. Flow
+$964K
Cap. Flow % of AUM
0.47%
Top 10 Holdings %Top 10 Hldgs %
54.95%
Holding
155
New
5
Increased
39
Reduced
69
Closed
13
Top Buys
| 1 | $3.93M | |
| 2 | $530K | |
| 3 | $458K | |
| 4 | $435K | |
| 5 | $213K |
Top Sells
| 1 | $826K | |
| 2 | $523K | |
| 3 | $494K | |
| 4 | $410K | |
| 5 | $391K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -580 | Closed | – | |||
| $0 | 0% | 0 -477 | Closed | – | |||
| $0 | 0% | 0 -2,702 | Closed | – | |||
| $0 | 0% | 0 -1,200 | Closed | – | |||
| $0 | 0% | 0 -5,808 | Closed | – |
