PWA

Prairie Wealth Advisors Portfolio holdings

AUM $244M
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$334K
2
+$308K
3
+$273K
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$225K
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$88.4K

Top Sells

1
+$2.69M
2
+$2.38M
3
+$2.38M
4
LLY icon
Eli Lilly
LLY
+$2.07M
5
NVDA icon
NVIDIA
NVDA
+$1.27M

Sector Composition

1 Industrials 27.02%
2 Technology 20.43%
3 Consumer Discretionary 7.45%
4 Healthcare 6.21%
5 Financials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
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