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
126
$263K 0.11%
1,185
127
$262K 0.11%
1,085
+30
128
$259K 0.11%
1,398
129
$256K 0.11%
3,091
-300
130
$247K 0.11%
10,179
+107
131
$246K 0.11%
1,893
-65
132
$246K 0.1%
875
-38
133
$243K 0.1%
+2,600
134
$240K 0.1%
1,585
-15
135
$235K 0.1%
29,041
-1,160
136
$234K 0.1%
604
-185
137
$234K 0.1%
1,857
-75
138
$233K 0.1%
+2,335
139
$231K 0.1%
+2,112
140
$227K 0.1%
+1,823
141
$225K 0.1%
5,431
+26
142
$220K 0.09%
+471
143
$219K 0.09%
+500
144
$218K 0.09%
798
+10
145
$212K 0.09%
2,796
+43
146
$211K 0.09%
+4,042
147
$210K 0.09%
5,144
148
$209K 0.09%
12,850
+50
149
$204K 0.09%
+6,192
150
$145K 0.06%
16,300
3 4 5
6
7