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
151
$108K 0.05%
20,000
-1,787
152
$102K 0.04%
14,300
153
– –
-3,120
154
– –
-23,785
3 4 5 6
7