PWA
Prairie Wealth Advisors Portfolio holdings
AUM
$230M
1-Year Est. Return
23.67%
This Fund
S&P 500
1 Year Est. Return
+23.67%
AUM
$236M
AUM Growth
-$8.09M
(-3.3%)
Holding
159
Top Buys
No buys this quarter
Top Sells
| 1 | +$46.2M | |
| 2 | +$25.8M | |
| 3 | +$15.6M | |
| 4 |
iShares Gold Trust
IAU
|
+$9.57M |
| 5 |
Amazon
AMZN
|
+$8.59M |
Sector Composition
| 1 | Industrials | 22.59% |
| 2 | Technology | 22.21% |
| 3 | Consumer Discretionary | 6.68% |
| 4 | Financials | 5.29% |
| 5 | Communication Services | 3.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
UnitedHealth
UNH
$358B
| – | – |
-612
|
|
||
152
Trane Technologies
TT
$103B
| – | – |
-500
|
|
||
153
Chevron
CVX
$381B
| – | – |
-1,788
|
|
||
154
Global X Video Games & Esports ETF
HERO
$68.9M
| – | – |
-6,092
|
|
||
|
IPG
155
DELISTED
Interpublic Group of Companies
IPG
| – | – |
-13,100
|
|
||
156
Live Nation Entertainment
LYV
$39.3B
| – | – |
-1,665
|
|
||
157
PayPal
PYPL
$39.2B
| – | – |
-6,797
|
|
||
158
CrowdStrike
CRWD
$151B
| – | – |
-426
|
|
||
159
Carrier Global
CARR
$53.7B
| – | – |
-3,726
|
|