PWA

Prairie Wealth Advisors Portfolio holdings

AUM $236M
1-Year Est. Return 25.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
-$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$554K
3
+$544K
4
FSYD icon
Fidelity Sustainable High Yield ETF
FSYD
+$462K
5
CEG icon
Constellation Energy
CEG
+$284K

Top Sells

1
+$832K
2
+$673K
3
+$577K
4
XYZ
Block Inc
XYZ
+$494K
5
ZBRA icon
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
– –
-2,472
152
– –
-1,350
153
– –
-393
154
– –
-477
155
– –
-2,429
3 4 5 6
7