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
$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 | |
|---|---|---|---|---|---|---|
|
HTD
226
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$918M
| – | – |
-15,494
|
|
||
227
Interactive Brokers
IBKR
$35.9B
| – | – |
-70,197
|
|
||
|
IGA
228
Voya Global Advantage and Premium Opportunity Fund
IGA
$149M
| – | – |
-13,531
|
|
||
229
Janus Henderson AAA CLO ETF
JAAA
$26.9B
| – | – |
-45,652
|
|
||
230
Kraft Heinz
KHC
$26.6B
| – | – |
-56,654
|
|
||
231
AllianceBernstein
AB
$3.65B
| – | – |
-28,385
|
|