PIWA
Prevail Innovative Wealth Advisors Portfolio holdings
AUM
$558M
1-Year Est. Return
7.25%
This Fund
S&P 500
1 Year Est. Return
+7.25%
AUM
$558M
AUM Growth
+$43M
(+8.3%)
Holding
231
Top Buys
| 1 | +$7.96M | |
| 2 | +$6.62M | |
| 3 | +$6.44M | |
| 4 |
Vistra
VST
|
+$6.36M |
| 5 |
Avantis International Equity ETF
AVDE
|
+$4.8M |
Top Sells
| 1 | +$7.27M | |
| 2 | +$7M | |
| 3 | +$5.87M | |
| 4 |
Micron Technology
MU
|
+$5.11M |
| 5 |
Camden Property Trust
CPT
|
+$4.89M |
Sector Composition
| 1 | Financials | 8.26% |
| 2 | Industrials | 7.22% |
| 3 | Technology | 5.57% |
| 4 | Energy | 4.87% |
| 5 | Consumer Discretionary | 2.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.36B
| – | – |
-14,986
|
|
||
227
Regeneron Pharmaceuticals
REGN
$81.6B
| – | – |
-7,628
|
|
||
228
Schwab Intermediately-Term US Treasury ETF
SCHR
$13B
| – | – |
-62,359
|
|
||
229
Schwab High Yield Bond ETF
SCYB
$2.36B
| – | – |
-28,886
|
|
||
230
Zscaler
ZS
$24.8B
| – | – |
-14,046
|
|
||
231
Zoetis
ZTS
$53.7B
| – | – |
-29,923
|
|