PWA

Prairie Wealth Advisors Portfolio holdings

AUM $236M
1-Year Est. Return 25.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$409K
3
+$349K
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$262K
5
OKTA icon
Okta
OKTA
+$249K

Top Sells

1
+$731K
2
+$353K
3
+$265K
4
LLY icon
Eli Lilly
LLY
+$222K
5
FNF icon
Fidelity National Financial
FNF
+$203K

Sector Composition

1 Industrials 26.79%
2 Technology 19.49%
3 Consumer Discretionary 7.16%
4 Financials 5.8%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 0.77%
3,550
-433
27
$1.62M 0.69%
59,140
28
$1.61M 0.69%
3,309
+100
29
$1.57M 0.67%
15,288
-24
30
$1.55M 0.66%
39,135
-205
31
$1.5M 0.64%
2,032
+36
32
$1.49M 0.64%
2,985
-136
33
$1.47M 0.63%
10,799
+215
34
$1.45M 0.62%
38,766
-84
35
$1.37M 0.59%
10,240
36
$1.28M 0.55%
79,600
-5,400
37
$1.13M 0.48%
13,075
+60
38
$1.12M 0.48%
16,135
-1,777
39
$1.09M 0.47%
10,661
+125
40
$1.03M 0.44%
20,130
41
$1.02M 0.44%
20,374
+627
42
$1.02M 0.44%
1,031
+5
43
$1.02M 0.43%
86,925
+3,350
44
$953K 0.41%
2,599
+45
45
$952K 0.41%
4,410
+647
46
$947K 0.4%
2,934
+140
47
$942K 0.4%
3,224
+30
48
$927K 0.4%
9,483
+60
49
$879K 0.38%
16,711
+307
50
$849K 0.36%
3,442
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