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
51
$831K 0.34%
21,491
52
$825K 0.34%
10,929
-417
53
$790K 0.32%
3,442
54
$777K 0.32%
4,350
+200
55
$755K 0.31%
6,723
-118
56
$747K 0.31%
14,720
-459
57
$745K 0.31%
3,756
-32
58
$734K 0.3%
3,304
-50
59
$695K 0.29%
7,748
+85
60
$691K 0.28%
2,912
61
$668K 0.27%
4,305
-110
62
$662K 0.27%
19,316
-165
63
$653K 0.27%
3,441
+45
64
$643K 0.26%
4,785
-60
65
$634K 0.26%
5,916
-122
66
$632K 0.26%
12,871
+1,960
67
$625K 0.26%
1,397
-110
68
$623K 0.26%
3,726
69
$608K 0.25%
3,760
70
$591K 0.24%
8,193
-341
71
$574K 0.24%
4,635
+1,295
72
$572K 0.23%
1,287
-42
73
$542K 0.22%
6,612
-90
74
$538K 0.22%
805
+80
75
$531K 0.22%
6,956
-89