PWA

Prairie Wealth Advisors Portfolio holdings

AUM $234M
1-Year Est. Return 25.75%
This Quarter Est. Return
1 Year Est. Return
+25.75%
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 +$3.07M
2 +$419K
3 +$357K
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$273K
5
FN icon
Fabrinet
FN
+$270K

Top Sells

1 +$731K
2 +$358K
3 +$332K
4
LLY icon
Eli Lilly
LLY
+$223K
5
CASY icon
Casey's General Stores
CASY
+$221K

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
NWL icon
151
Newell Brands
NWL
$2.04B
$108K 0.05%
20,000
-1,787
CHW
152
Calamos Global Dynamic Income Fund
CHW
$485M
$102K 0.04%
14,300
FNF icon
153
Fidelity National Financial
FNF
$15.4B
-3,120
PFF icon
154
iShares Preferred and Income Securities ETF
PFF
$14.7B
-23,785