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
76
$488K 0.2%
9,783
-169
77
$487K 0.2%
1,366
78
$487K 0.2%
19,700
-6,985
79
$484K 0.2%
2,060
+40
80
$468K 0.19%
685
-7
81
$456K 0.19%
6,797
-1,655
82
$454K 0.19%
2,451
-185
83
$451K 0.19%
6,753
-150
84
$439K 0.18%
25,600
-7,650
85
$438K 0.18%
954
-10
86
$436K 0.18%
2,840
-583
87
$430K 0.18%
3,826
+200
88
$419K 0.17%
13,942
-30
89
$418K 0.17%
1,592
90
$414K 0.17%
2,033
+200
91
$414K 0.17%
1,226
-1
92
$407K 0.17%
1,115
+200
93
$406K 0.17%
2,896
+264
94
$391K 0.16%
+4,275
95
$389K 0.16%
5,817
-135
96
$387K 0.16%
7,829
+215
97
$384K 0.16%
1,660
98
$383K 0.16%
1,358
-130
99
$382K 0.16%
3,960
100
$372K 0.15%
1,684