PIWA
Prevail Innovative Wealth Advisors Portfolio holdings
AUM
$594M
1-Year Est. Return
14.56%
This Fund
S&P 500
1 Year Est. Return
+14.56%
AUM
$594M
AUM Growth
+$36M
(+6.5%)
Holding
240
Top Buys
| 1 | +$13.7M | |
| 2 | +$9.13M | |
| 3 | +$8.5M | |
| 4 |
Global X MLP ETF
MLPA
|
+$8.06M |
| 5 |
Broadcom
AVGO
|
+$8.05M |
Top Sells
| 1 | +$16.9M | |
| 2 | +$14.5M | |
| 3 | +$7.32M | |
| 4 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$7.15M |
| 5 |
Vertex Pharmaceuticals
VRTX
|
+$7.08M |
Sector Composition
| 1 | Technology | 11.17% |
| 2 | Industrials | 7.76% |
| 3 | Real Estate | 4.45% |
| 4 | Financials | 4.37% |
| 5 | Energy | 4.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Thermo Fisher Scientific
TMO
$179B
| – | – |
-510
|
|
||
227
Trinity Capital
TRIN
$1.55B
| – | – |
-136,762
|
|
||
228
Vanguard Short-Term Corporate Bond ETF
VCSH
$42.3B
| – | – |
-12,829
|
|
||
229
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.1B
| – | – |
-9,646
|
|
||
230
Vanguard Information Technology ETF
VGT
$152B
| – | – |
-2,152
|
|
||
231
VICI Properties
VICI
$29.7B
| – | – |
-53,245
|
|
||
|
232
Vertex Pharmaceuticals
VRTX
$108B
| – | – |
-15,613
|
|
||
233
Vistra
VST
$53.3B
| – | – |
-34,898
|
|
||
234
Wabtec
WAB
$44.9B
| – | – |
-17,887
|
|
||
|
WDI
235
Western Asset Diversified Income Fund
WDI
$701M
| – | – |
-135,929
|
|
||
236
Western Midstream Partners
WES
$17.2B
| – | – |
-99,699
|
|
||
|
WIW
237
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$523M
| – | – |
-238,911
|
|
||
238
Waste Management
WM
$85.1B
| – | – |
-990
|
|
||
239
Global X S&P 500 Covered Call ETF
XYLD
$3.17B
| – | – |
-98,292
|
|
||
240
BlackRock Credit Allocation Income Trust
BTZ
$949M
| – | – |
-91,191
|
|