PWP
PrairieView Wealth Partners Portfolio holdings
AUM
$96.3M
This Quarter Return
+8.23%
1 Year Return
+9.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$100M
AUM Growth
–
Cap. Flow
+$100M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
94.39%
Holding
17
New
17
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$18.6M |
| 2 |
Vanguard Value ETF
VTV
|
$12.4M |
| 3 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$11.8M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$10.6M |
| 5 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$10.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 0.63% |
| 2 | Technology | 0.42% |
| 3 | Financials | 0.34% |
