PWA
Prairie Wealth Advisors Portfolio holdings
AUM
$234M
1-Year Est. Return
25.75%
1 Year Est. Return
+25.75%
AUM
$203M
AUM Growth
-$4.65M
(-2.2%)
Holding
155
Top Buys
| 1 | +$3.93M | |
| 2 | +$530K | |
| 3 | +$458K | |
| 4 |
Vistra
VST
|
+$435K |
| 5 |
Constellation Energy
CEG
|
+$213K |
Top Sells
| 1 | +$826K | |
| 2 | +$523K | |
| 3 | +$494K | |
| 4 |
NVIDIA
NVDA
|
+$494K |
| 5 |
Zebra Technologies
ZBRA
|
+$463K |
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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Trane Technologies
TT
$94.5B
| – | – |
-580
|
|
||
152
Ulta Beauty
ULTA
$23.5B
| – | – |
-477
|
|
||
153
Exxon Mobil
XOM
$481B
| – | – |
-2,702
|
|
||
|
154
Zebra Technologies
ZBRA
$15.7B
| – | – |
-1,200
|
|
||
|
XYZ
155
Block Inc
XYZ
$47.6B
| – | – |
-5,808
|
|