PWP
PrairieView Wealth Partners Portfolio holdings
AUM
$106M
1-Year Est. Return
8.58%
1 Year Est. Return
+8.58%
AUM
$106M
AUM Growth
+$10.1M
(+10%)
Holding
29
Top Buys
| 1 | +$1.66M | |
| 2 | +$644K | |
| 3 | +$641K | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$425K |
| 5 |
Vanguard Russell 2000 ETF
VTWO
|
+$310K |
Top Sells
| 1 | +$164K | |
| 2 | +$24.7K | |
| 3 | +$6.28K | |
| 4 |
Global X S&P 500 Covered Call ETF
XYLD
|
+$3.65K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$3.6K |
Sector Composition
| 1 | Communication Services | 1.97% |
| 2 | Technology | 0.83% |
| 3 | Financials | 0.59% |
| 4 | Industrials | 0.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$1.69B
| $320K | 0.3% |
6,279
-13
|
|
||
27
Woodward
WWD
$18.2B
| $304K | 0.29% |
1,204
|
|
||
28
iShares Russell 1000 ETF
IWB
$45.6B
| $253K | 0.24% |
692
|
|
||
|
SPYM
29
State Street SPDR Portfolio S&P 500 ETF
SPYM
$97.5B
| $218K | 0.21% |
+2,788
|
|