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
$4.53M1.21%234,835
+31,294
+15%
+$604K
$4.37M1.17%21,688
+5,976
+38%
+$1.2M
$3.94M1.05%38,354 New
+$3.94M
$3.83M1.02%2,676
+36
+1%
+$51.6K
$3.7M0.99%88,664 New
+$3.7M
$3.65M0.97%7,340
+6,937
+1,721%
+$3.45M
$3.64M0.97%50,725 New
+$3.64M
$3.55M0.94%13,047 New
+$3.55M
$3.41M0.91%17,931
+12,358
+222%
+$2.35M
$3.36M0.89%109,302
+2,099
+2%
+$64.5K
$3.14M0.84%151,896
-1,723
-1%
-$35.7K
$3.04M0.81%5,278
-1,322
-20%
-$762K
$2.85M0.76%15,697 New
+$2.85M
$2.82M0.75%5,168 New
+$2.82M
$2.74M0.73%54,116
-1,931
-3%
-$97.9K
$2.72M0.73%31,648 New
+$2.72M
$2.72M0.72%55,900
-1,393
-2%
-$67.8K
$2.66M0.71%11,818 New
+$2.66M
$2.65M0.71%277,103
+83,176
+43%
+$797K
$2.58M0.69%117,631
+64
+0.1%
+$1.4K
$2.56M0.68%21,969 New
+$2.56M
$2.49M0.66%27,325 New
+$2.49M
$2.48M0.66%99,733
+5,056
+5%
+$126K
$2.47M0.66%70,788 New
+$2.47M
$2.47M0.66%231,115
+109,598
+90%
+$1.17M
123458