PWP
PrairieView Wealth Partners Portfolio holdings
AUM
$110M
1-Year Est. Return
10.27%
This Fund
S&P 500
1 Year Est. Return
+10.27%
AUM
$110M
AUM Growth
+$3.79M
(+3.6%)
Holding
30
Top Buys
| 1 | +$766K | |
| 2 | +$500K | |
| 3 | +$446K | |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
+$435K |
| 5 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$402K |
Top Sells
| 1 | +$590K | |
| 2 | +$207K | |
| 3 | +$17.9K | |
| 4 |
Microsoft
MSFT
|
+$16.5K |
| 5 |
Global X S&P 500 Covered Call ETF
XYLD
|
+$7.4K |
Sector Composition
| 1 | Technology | 0.76% |
| 2 | Communication Services | 0.68% |
| 3 | Financials | 0.63% |
| 4 | Industrials | 0.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Schwab Emerging Markets Equity ETF
SCHE
$11.6B
| $328K | 0.3% |
10,024
-119
|
|
||
27
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.1B
| $322K | 0.29% |
5,367
|
|
||
28
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$1.97B
| $319K | 0.29% |
6,279
|
|
||
29
iShares Russell 1000 ETF
IWB
$45B
| $255K | 0.23% |
684
-8
|
|
||
|
SPYM
30
State Street SPDR Portfolio S&P 500 ETF
SPYM
$104B
| $227K | 0.21% |
2,834
+46
|
|