PWA
Prairie Wealth Advisors Portfolio holdings
AUM
$230M
1-Year Est. Return
23.67%
This Fund
S&P 500
1 Year Est. Return
+23.67%
AUM
$230M
AUM Growth
-$5.14M
(-2.2%)
Holding
158
Top Buys
No buys this quarter
Top Sells
| 1 | +$446K | |
| 2 | +$273K | |
| 3 | +$271K | |
| 4 |
Robinhood
HOOD
|
+$246K |
| 5 |
PepsiCo
PEP
|
+$234K |
Sector Composition
| 1 | Industrials | 24.13% |
| 2 | Technology | 20.44% |
| 3 | Consumer Discretionary | 5.86% |
| 4 | Financials | 4.72% |
| 5 | Communication Services | 3.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares Core MSCI Emerging Markets ETF
IEMG
$167B
| – | – |
0
|
|
||
152
iShares Expanded Tech-Software Sector ETF
IGV
$16.8B
| – | – |
0
|
|
||
153
Intuit
INTU
$88.1B
| – | – |
0
|
|
||
154
Amplify Mobile Payments ETF
IPAY
$159M
| – | – |
0
|
|
||
155
Kimberly-Clark
KMB
$32.4B
| – | – |
0
|
|
||
|
156
PepsiCo
PEP
$194B
| – | – |
0
|
|
||
157
Sysco
SYY
$35.4B
| – | – |
0
|
|
||
|
DOCU
158
DocuSign
DOCU
$10.7B
| – | – |
0
|
|