PIWA
Prevail Innovative Wealth Advisors Portfolio holdings
AUM
$515M
1-Year Est. Return
4.09%
1 Year Est. Return
+4.09%
AUM
$446M
AUM Growth
+$70.2M
(+19%)
Holding
232
Top Buys
| 1 | +$7.16M | |
| 2 | +$6.98M | |
| 3 | +$6.07M | |
| 4 |
Prologis
PLD
|
+$6.01M |
| 5 |
L3Harris
LHX
|
+$5.7M |
Top Sells
| 1 | +$9.35M | |
| 2 | +$7.88M | |
| 3 | +$6.41M | |
| 4 |
Vistra
VST
|
+$6.01M |
| 5 |
Global X Russell 2000 Covered Call ETF
RYLD
|
+$5.94M |
Sector Composition
| 1 | Technology | 11.74% |
| 2 | Real Estate | 10.42% |
| 3 | Energy | 6.96% |
| 4 | Financials | 6.42% |
| 5 | Industrials | 5.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Vertiv
VRT
$65.4B
| – | – |
-67,388
|
|
||
|
227
Vistra
VST
$59.2B
| – | – |
-51,159
|
|
||
228
Vanguard High Dividend Yield ETF
VYM
$65.3B
| – | – |
-2,545
|
|
||
229
The Communication Services Select Sector SPDR Fund
XLC
$26.6B
| – | – |
-5,583
|
|
||
230
Financial Select Sector SPDR Fund
XLF
$54B
| – | – |
-11,902
|
|
||
231
Technology Select Sector SPDR Fund
XLK
$94.7B
| – | – |
-2,585
|
|
||
|
PYCR
232
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
| – | – |
-89,165
|
|