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
$208M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.49M
3
+$675K
4
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$472K
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$453K

Top Sells

1
+$1.69M
2
+$1.4M
3
+$1.21M
4
DHR icon
Danaher
DHR
+$923K
5
SMCI icon
Super Micro Computer
SMCI
+$553K

Sector Composition

1 Industrials 25.59%
2 Technology 20.77%
3 Consumer Discretionary 8.13%
4 Financials 6.15%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-2,572
152
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153
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-4,437
154
– –
-10,344
155
– –
-3,317
156
– –
-1,865
157
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-1,825
158
– –
-13,290
159
– –
-5,421
3 4 5 6
7