PIWA

Prevail Innovative Wealth Advisors Portfolio holdings

AUM $515M
1-Year Est. Return 4.09%
This Quarter Est. Return
1 Year Est. Return
+4.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.2M
3
+$8.03M
4
BSTZ icon
BlackRock Science and Technology Term Trust
BSTZ
+$5.03M
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$4.95M

Top Sells

No sells this quarter

Sector Composition

1 Energy 11.03%
2 Financials 8.28%
3 Real Estate 4.97%
4 Consumer Discretionary 4.74%
5 Technology 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 1.21%
+106,024
27
$2.13M 1.17%
+52,924
28
$2.02M 1.11%
+56,144
29
$2.02M 1.11%
+76,117
30
$1.97M 1.08%
+28,687
31
$1.96M 1.07%
+16,712
32
$1.96M 1.07%
+13,090
33
$1.93M 1.06%
+84,628
34
$1.9M 1.04%
+39,679
35
$1.81M 0.99%
+4,443
36
$1.73M 0.95%
+8,365
37
$1.73M 0.95%
+27,135
38
$1.72M 0.94%
+41,378
39
$1.67M 0.91%
+13,058
40
$1.61M 0.88%
+50,427
41
$1.53M 0.84%
+12,480
42
$1.47M 0.81%
+7,976
43
$1.46M 0.8%
+8,477
44
$1.44M 0.79%
+3,666
45
$1.44M 0.79%
+10,969
46
$1.41M 0.77%
+2,935
47
$1.41M 0.77%
+49,262
48
$1.32M 0.72%
+24,248
49
$1.11M 0.61%
+5,739
50
$1.1M 0.6%
+18,730
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