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
$213M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$15.2M
3
+$8M
4
GLD icon
SPDR Gold Trust
GLD
+$7.95M
5
LLY icon
Eli Lilly
LLY
+$7.19M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 24.09%
2 Technology 17.97%
3 Consumer Discretionary 6.97%
4 Healthcare 6.49%
5 Financials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$228K 0.11%
+2,004
152
$227K 0.11%
+1,754
153
$224K 0.11%
+1,595
154
$219K 0.1%
+10,566
155
$218K 0.1%
+3,758
156
$216K 0.1%
+1,290
157
$212K 0.1%
+9,775
158
$212K 0.1%
+635
159
$206K 0.1%
+3,770
160
$205K 0.1%
+395
161
$204K 0.1%
+458
162
$203K 0.1%
+13,125
163
$183K 0.09%
+12,300
164
$121K 0.06%
+14,650
165
$102K 0.05%
+15,700
166
$62.2K 0.03%
+3,961
3 4 5 6
7