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PWA
Prairie Wealth Advisors Portfolio holdings
AUM
$231M
1-Year Est. Return
23.67%
This Fund
S&P 500
This Quarter
Est. Return
+11.93%
1 Year Est. Return
+23.67%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$213M
AUM Growth
–
Cap. Flow
+$206M
Cap. Flow
% of AUM
96.54%
Top 10 Holdings %
Top 10 Hldgs %
48.93%
Holding
166
New
166
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Lindsay Corp
LNN
|
+$47.7M |
| 2 |
NVIDIA
NVDA
|
+$12.2M |
| 3 |
SPDR Gold Trust
GLD
|
+$7.41M |
| 4 |
Amazon
AMZN
|
+$7.4M |
| 5 |
Eli Lilly
LLY
|
+$6.58M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 24.09% |
| 2 | Technology | 17.97% |
| 3 | Consumer Discretionary | 6.97% |
| 4 | Healthcare | 6.49% |
| 5 | Financials | 6.17% |
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Prairie Wealth Advisors's Q1 2024 Portfolio in Review
Q1 2024 is the first quarter with a 13F filing on record for Prairie Wealth Advisors, which disclosed 166 positions worth $213M. Its ten largest holdings account for 49% of the portfolio.
Its largest position is Lindsay Corp: 383,726 shares worth $45.1M.
By sector, the portfolio is most concentrated in Industrials at 24% of assets, followed by Technology and Consumer Discretionary.
- Prairie Wealth Advisors's largest Q1 2024 buy was Lindsay Corp: 383,726 shares worth $45.1M.
- Prairie Wealth Advisors's ten largest holdings make up 49% of its $213M portfolio in Q1 2024.
- Prairie Wealth Advisors disclosed 166 positions in Q1 2024, its first 13F filing on record.
Based on Prairie Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.