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PWP

PrairieView Wealth Partners Portfolio holdings

AUM $122M
1-Year Est. Return 11.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$1.14M
3
+$611K
4
JPLD icon
JPMorgan Limited Duration Bond ETF
JPLD
+$463K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$284K

Top Sells

1
+$239K
2
+$227K
3
+$110K
4
USTB icon
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
+$64.4K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$61.3K

Sector Composition

1 Technology 0.58%
2 Financials 0.47%
3 Communication Services 0.46%
4 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
26
Microsoft
MSFT
$3.06T
$334K 0.27%
901
SCHE icon
27
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$329K 0.27%
9,971
-53
VGIT icon
28
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.8B
$259K 0.21%
4,343
-1,024
USTB icon
29
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$2.17B
$254K 0.21%
5,013
-1,266
IWB icon
30
iShares Russell 1000 ETF
IWB
$47.8B
$244K 0.2%
684
SPYM
31
State Street SPDR Portfolio S&P 500 ETF
SPYM
$146B
– –
-2,834
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