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
51
$831K 0.36%
3,788
+202
52
$819K 0.35%
1,320
-143
53
$819K 0.35%
1,507
54
$812K 0.35%
4,191
+484
55
$809K 0.35%
24,983
56
$792K 0.34%
21,491
57
$788K 0.34%
11,346
-49
58
$773K 0.33%
2,478
-70
59
$769K 0.33%
15,179
-965
60
$756K 0.32%
7,663
+57
61
$746K 0.32%
2,448
62
$739K 0.32%
6,841
-25
63
$672K 0.29%
4,415
-49
64
$666K 0.28%
2,912
65
$665K 0.28%
8,534
+165
66
$664K 0.28%
4,150
+655
67
$661K 0.28%
3,354
+1
68
$628K 0.27%
8,452
-52
69
$626K 0.27%
26,685
-275
70
$617K 0.26%
3,396
+337
71
$603K 0.26%
33,250
+200
72
$589K 0.25%
4,845
73
$563K 0.24%
6,038
-50
74
$545K 0.23%
3,423
-30
75
$545K 0.23%
692
1 2
3
4 5