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
101
$375K 0.16%
1,833
+100
102
$364K 0.16%
3,960
103
$362K 0.15%
7,614
+275
104
$357K 0.15%
+2,632
105
$351K 0.15%
4,800
106
$336K 0.14%
2,521
107
$330K 0.14%
3,340
108
$330K 0.14%
2,378
+3
109
$324K 0.14%
2,300
110
$324K 0.14%
4,445
+25
111
$321K 0.14%
13,100
112
$317K 0.14%
5,650
-175
113
$316K 0.14%
5,277
114
$308K 0.13%
1,660
115
$305K 0.13%
14,133
+450
116
$296K 0.13%
3,799
+295
117
$289K 0.12%
2,191
-75
118
$284K 0.12%
2,086
119
$278K 0.12%
960
-207
120
$278K 0.12%
9,927
121
$273K 0.12%
+12,694
122
$273K 0.12%
3,726
123
$270K 0.12%
4,166
+50
124
$270K 0.12%
+915
125
$268K 0.11%
700
3 4
5
6 7