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
$193M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$3.78M
3
+$3.62M
4
DHT icon
DHT Holdings
DHT
+$3.41M
5
MPLX icon
MPLX
MPLX
+$3.37M

Top Sells

1
+$14.6M
2
+$7.3M
3
+$5.03M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$4.95M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$4.76M

Sector Composition

1 Financials 14.47%
2 Real Estate 12.68%
3 Energy 12.66%
4 Consumer Discretionary 6.6%
5 Technology 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 1.28%
+7,609
27
$2.42M 1.26%
88,835
+12,718
28
$2.42M 1.25%
65,812
+12,888
29
$2.39M 1.24%
4,732
+1,797
30
$2.34M 1.22%
+16,155
31
$2.33M 1.21%
5,834
+3,631
32
$2.33M 1.21%
13,378
+4,901
33
$2.32M 1.21%
79,813
+47,049
34
$2.3M 1.2%
5,819
+2,153
35
$2.24M 1.16%
19,973
+7,493
36
$2.21M 1.15%
54,390
+31,475
37
$2.09M 1.08%
12,200
+6,461
38
$2.08M 1.08%
150,445
+86,340
39
$1.88M 0.98%
68,836
-54,843
40
$1.86M 0.96%
+88,568
41
$1.81M 0.94%
+169,845
42
$1.78M 0.93%
40,990
+32,670
43
$1.73M 0.9%
+113,078
44
$1.73M 0.9%
+7,504
45
$1.71M 0.89%
+30,931
46
$1.71M 0.89%
13,427
+9,905
47
$1.66M 0.86%
11,276
-5,662
48
$1.64M 0.85%
27,135
49
$1.62M 0.84%
32,280
-25,509
50
$1.61M 0.83%
+189,612
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