PWA

Prairie Wealth Advisors Portfolio holdings

AUM $230M
1-Year Est. Return 23.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.67%
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
+$612K
2
+$393K
3
+$305K
4
DOV icon
Dover
DOV
+$281K
5
KTOS icon
Kratos Defense & Security Solutions
KTOS
+$274K

Top Sells

1
+$2.35M
2
+$1.62M
3
+$564K
4
NVDA icon
NVIDIA
NVDA
+$555K
5
KAPR icon
Innovator US Small Cap Power Buffer ETF April
KAPR
+$522K

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
26
$1.91M 0.78%
2,498
27
$1.82M 0.75%
2,985
28
$1.67M 0.69%
3,323
+14
29
$1.67M 0.68%
40,626
+1,491
30
$1.56M 0.64%
10,711
+50
31
$1.53M 0.63%
14,844
-444
32
$1.51M 0.62%
79,600
33
$1.49M 0.61%
2,032
34
$1.49M 0.61%
38,766
35
$1.23M 0.5%
10,220
-20
36
$1.12M 0.46%
12,940
-135
37
$1.11M 0.45%
4,568
+158
38
$1.1M 0.45%
16,135
39
$1.07M 0.44%
20,441
+67
40
$1.07M 0.44%
88,575
+1,650
41
$1.06M 0.43%
20,130
42
$1.03M 0.42%
3,143
+209
43
$1.02M 0.42%
2,524
-75
44
$1.02M 0.42%
3,096
+648
45
$954K 0.39%
1,031
46
$945K 0.39%
9,168
-315
47
$936K 0.38%
3,079
-145
48
$933K 0.38%
16,518
-193
49
$922K 0.38%
4,706
+515
50
$906K 0.37%
1,354
+34
1
2
3 4 5