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
76
$544K 0.23%
3,726
77
$534K 0.23%
3,760
78
$522K 0.22%
7,045
+195
79
$520K 0.22%
6,702
80
$509K 0.22%
9,952
+651
81
$492K 0.21%
6,903
82
$492K 0.21%
964
+20
83
$487K 0.21%
1,366
84
$449K 0.19%
725
+4
85
$430K 0.18%
1,227
+20
86
$426K 0.18%
2,020
87
$422K 0.18%
1,329
-309
88
$415K 0.18%
1,488
89
$409K 0.17%
13,972
-50
90
$406K 0.17%
19,481
-975
91
$403K 0.17%
2,636
-35
92
$396K 0.17%
3,045
+365
93
$396K 0.17%
1,592
94
$392K 0.17%
4,281
95
$388K 0.17%
10,911
-375
96
$386K 0.17%
2,698
97
$386K 0.16%
13,949
98
$385K 0.16%
1,684
99
$381K 0.16%
5,952
-25
100
$376K 0.16%
3,626
2 3
4
5 6