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
$203M
AUM Growth
-$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$530K
3
+$458K
4
VST icon
Vistra
VST
+$435K
5
CEG icon
Constellation Energy
CEG
+$213K

Top Sells

1
+$826K
2
+$523K
3
+$494K
4
NVDA icon
NVIDIA
NVDA
+$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
– –
-580
152
– –
-477
153
– –
-2,702
154
– –
-1,200
155
– –
-5,808
3 4 5 6
7