PWA

Prairie Wealth Advisors Portfolio holdings

AUM $244M
1-Year Est. Return 29.71%
This Quarter Est. Return
1 Year Est. Return
+29.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$9.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$621K
2
+$439K
3
+$391K
4
CDNS icon
Cadence Design Systems
CDNS
+$312K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$282K

Top Sells

1
+$2.35M
2
+$1.62M
3
+$644K
4
NVDA icon
NVIDIA
NVDA
+$594K
5
KAPR icon
Innovator US Small Cap Power Buffer ETF April
KAPR
+$536K

Sector Composition

1 Industrials 25.65%
2 Technology 21.75%
3 Consumer Discretionary 6.77%
4 Financials 5.34%
5 Communication Services 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LNN icon
1
Lindsay Corp
LNN
$1.24B
$53.9M 22.14%
383,791
NVDA icon
2
NVIDIA
NVDA
$4.41T
$25.9M 10.62%
138,667
-3,184
GLD icon
3
SPDR Gold Trust
GLD
$141B
$14.5M 5.94%
40,728
+1,234
IAU icon
4
iShares Gold Trust
IAU
$65.5B
$8.9M 3.65%
122,322
+1,386
AMZN icon
5
Amazon
AMZN
$2.51T
$8.25M 3.38%
37,554
-1,247
BALT icon
6
Innovator Defined Wealth Shield ETF
BALT
$2.19B
$6.53M 2.68%
198,855
-10,564
SHOP icon
7
Shopify
SHOP
$204B
$5.54M 2.27%
37,290
-515
GOOG icon
8
Alphabet (Google) Class C
GOOG
$3.81T
$4.61M 1.89%
18,920
-95
AAPL icon
9
Apple
AAPL
$4.23T
$3.94M 1.62%
15,490
-325
BXSL icon
10
Blackstone Secured Lending
BXSL
$6.34B
$3.37M 1.38%
125,446
-4,743
UAPR icon
11
Innovator US Equity Ultra Buffer ETF April
UAPR
$152M
$3.15M 1.29%
98,038
MSFT icon
12
Microsoft
MSFT
$3.64T
$2.83M 1.16%
5,458
-470
UJAN icon
13
Innovator US Equity Ultra Buffer ETF January
UJAN
$205M
$2.77M 1.14%
65,764
FSYD icon
14
Fidelity Sustainable High Yield ETF
FSYD
$77.4M
$2.69M 1.1%
55,086
+12,699
SMH icon
15
VanEck Semiconductor ETF
SMH
$36.1B
$2.63M 1.08%
8,065
-97
CSQ icon
16
Calamos Strategic Total Return Fund
CSQ
$3.04B
$2.4M 0.99%
124,461
+4,725
AVGO icon
17
Broadcom
AVGO
$1.8T
$2.39M 0.98%
7,250
-35
ITA icon
18
iShares US Aerospace & Defense ETF
ITA
$11.8B
$2.26M 0.93%
10,821
-29
V icon
19
Visa
V
$636B
$2.08M 0.85%
6,091
MELI icon
20
Mercado Libre
MELI
$107B
$2.02M 0.83%
865
+1
PLTR icon
21
Palantir
PLTR
$407B
$2.01M 0.82%
11,004
+205
CASY icon
22
Casey's General Stores
CASY
$21.1B
$2M 0.82%
3,536
-14
GBTC icon
23
Grayscale Bitcoin Trust
GBTC
$36.4B
$1.97M 0.81%
21,953
-280
BUI icon
24
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$600M
$1.95M 0.8%
74,698
+3,897
VRSN icon
25
VeriSign
VRSN
$23.5B
$1.93M 0.79%
6,894
1
2 3 4 5