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
$210M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.74M
3
+$2.5M
4
LSCC icon
Lattice Semiconductor
LSCC
+$2.22M
5
GLPI icon
Gaming and Leisure Properties
GLPI
+$2.18M

Top Sells

1
+$3.8M
2
+$3.78M
3
+$3.62M
4
ARLP icon
Alliance Resource Partners
ARLP
+$3.54M
5
DHT icon
DHT Holdings
DHT
+$3.41M

Sector Composition

1 Financials 15.26%
2 Real Estate 12.77%
3 Energy 11.72%
4 Technology 5.5%
5 Healthcare 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.53M 1.21%
119,247
+30,679
27
$2.52M 1.2%
208,471
+38,626
28
$2.5M 1.2%
+95,062
29
$2.49M 1.19%
40,612
+16,961
30
$2.46M 1.18%
287,051
+6,826
31
$2.38M 1.14%
106,193
+2,565
32
$2.38M 1.13%
104,561
-13,416
33
$2.34M 1.11%
183,712
+117,153
34
$2.27M 1.08%
54,152
+18,661
35
$2.23M 1.06%
151,055
+610
36
$2.22M 1.06%
+32,110
37
$2.19M 1.04%
28,522
+10,699
38
$2.18M 1.04%
+44,213
39
$2.07M 0.99%
7,949
+445
40
$2.01M 0.96%
203,067
+13,455
41
$1.94M 0.92%
71,521
+7,602
42
$1.9M 0.91%
37,632
+4,424
43
$1.9M 0.91%
11,295
+19
44
$1.88M 0.9%
67,908
-928
45
$1.85M 0.88%
16,983
+3,818
46
$1.8M 0.86%
33,355
+1,075
47
$1.78M 0.85%
18,903
+10,758
48
$1.77M 0.84%
19,903
+484
49
$1.75M 0.83%
+8,286
50
$1.74M 0.83%
+4,348
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