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
$269M
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$5.24M
3
+$4.1M
4
AVSC icon
Avantis US Small Cap Equity ETF
AVSC
+$3.81M
5
ARLP icon
Alliance Resource Partners
ARLP
+$3.57M

Top Sells

1
+$5.26M
2
+$4.92M
3
+$3.93M
4
RC
Ready Capital
RC
+$3.86M
5
VLO icon
Valero Energy
VLO
+$3.47M

Sector Composition

1 Energy 16.97%
2 Financials 8.83%
3 Real Estate 7.45%
4 Technology 5.5%
5 Consumer Staples 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58M 0.96%
121,847
+2,600
27
$2.57M 0.96%
226,174
+17,703
28
$2.56M 0.95%
+160,200
29
$2.55M 0.95%
201,064
+17,352
30
$2.51M 0.93%
22,822
+2,919
31
$2.51M 0.93%
28,010
+17,767
32
$2.5M 0.93%
41,342
+7,987
33
$2.5M 0.93%
13,663
+2,368
34
$2.48M 0.92%
37,163
+8,254
35
$2.44M 0.91%
+623,153
36
$2.43M 0.9%
+218,036
37
$2.4M 0.89%
+18,820
38
$2.38M 0.89%
47,520
+11,195
39
$2.36M 0.88%
14,939
+4,148
40
$2.36M 0.88%
5,735
+1,387
41
$2.32M 0.86%
+16,583
42
$2.32M 0.86%
139,428
+48,184
43
$2.32M 0.86%
37,898
+10,418
44
$2.31M 0.86%
+51,285
45
$2.26M 0.84%
+24,322
46
$2.25M 0.84%
+60,454
47
$2.24M 0.83%
+51,636
48
$2.23M 0.83%
144,967
-6,088
49
$2.22M 0.82%
+145,885
50
$2.21M 0.82%
+138,084
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