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
126
$278K 0.11%
1,788
-910
127
$272K 0.11%
1,665
+80
128
$261K 0.11%
+2,490
129
$261K 0.11%
+1,565
130
$259K 0.11%
3,508
+8
131
$257K 0.11%
470
-1
132
$257K 0.11%
2,561
-530
133
$249K 0.1%
30,171
+1,130
134
$249K 0.1%
9,762
-417
135
$248K 0.1%
+1,266
136
$245K 0.1%
2,134
+22
137
$243K 0.1%
+1,765
138
$240K 0.1%
+5,654
139
$237K 0.1%
1,743
-150
140
$235K 0.1%
+327
141
$234K 0.1%
2,843
+47
142
$233K 0.1%
4,048
+6
143
$224K 0.09%
5,144
144
$222K 0.09%
3,726
145
$220K 0.09%
13,050
+200
146
$211K 0.09%
612
-1,866
147
$211K 0.09%
500
148
$210K 0.09%
+2,830
149
$209K 0.09%
+426
150
$206K 0.08%
6,092
-100
3 4 5
6
7