PIWA

Prevail Innovative Wealth Advisors Portfolio holdings

AUM $375M
AUM
$375M
AUM Growth
+$30M
Cap. Flow
+$104M
Cap. Flow %
27.78%
Top 10 Hldgs %
23.74%
Holding
199
New
36
Increased
92
Reduced
35
Closed
30

Top Buys

1
$11.9M
2
$4.87M
3
$4.47M
4
$3.94M
5
$3.7M

Top Sells

1
$3.57M
2
$3.39M
3
$3.13M
4
$3.11M
5
$2.78M

Sector Composition

1Technology8.3%
2Real Estate7.63%
3Energy7.19%
4Industrials7.13%
5Financials5.08%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$15.2M4.06%633,401
+110,883
+21%
+$2.67M
$13.7M3.64%332,409
+289,488
+674%
+$11.9M
$10.1M2.69%123,668
+7,916
+7%
+$647K
$8.66M2.31%94,627
+24,070
+34%
+$2.2M
$7.88M2.1%188,482
+24,950
+15%
+$1.04M
$7.38M1.97%68,087
+21,169
+45%
+$2.29M
$6.93M1.85%67,457
+6,236
+10%
+$641K
$6.61M1.76%38,137
-18,043
-32%
-$3.13M
$6.41M1.71%25,238
+14,304
+131%
+$3.64M
$6.2M1.65%11,086
-4,977
-31%
-$2.78M
$6.02M1.6%57,281
+1,576
+3%
+$166K
$6.01M1.6%51,159
+27,318
+115%
+$3.21M
$5.98M1.59%90,201
+29,566
+49%
+$1.96M
$5.97M1.59%123,283
-45,149
-27%
-$2.19M
$5.94M1.58%393,361
+15,945
+4%
+$241K
$5.65M1.51%11,818
+5,229
+79%
+$2.5M
$5.49M1.46%277,867
+33,486
+14%
+$662K
$5.49M1.46%28,450
+9,023
+46%
+$1.74M
$5.23M1.39%43,980
+37,577
+587%
+$4.47M
$5.12M1.36%89,666
-4,961
-5%
-$283K
$4.98M1.33%13,273
+2,418
+22%
+$908K
$4.96M1.32%95,858
-34,510
-26%
-$1.79M
$4.87M1.3%67,388 New
+$4.87M
$4.69M1.25%221,131
+10,542
+5%
+$224K
$4.58M1.22%115,992
+6,407
+6%
+$253K
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