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
$283M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$3.37M
3
+$3.25M
4
BXMT icon
Blackstone Mortgage Trust
BXMT
+$3.06M
5
GXO icon
GXO Logistics
GXO
+$2.99M

Top Sells

1
+$4.01M
2
+$3.67M
3
+$3.62M
4
ARLP icon
Alliance Resource Partners
ARLP
+$3.57M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.48M

Sector Composition

1 Energy 12.52%
2 Real Estate 11.44%
3 Technology 8.86%
4 Consumer Staples 6.53%
5 Consumer Discretionary 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.04M 1.07%
132,528
+19,568
27
$2.99M 1.06%
+59,282
28
$2.97M 1.05%
+245,686
29
$2.96M 1.05%
+51,907
30
$2.94M 1.04%
14,922
+1,259
31
$2.89M 1.02%
45,460
+4,118
32
$2.89M 1.02%
+58,711
33
$2.88M 1.02%
+61,129
34
$2.83M 1%
+91,415
35
$2.82M 1%
43,084
+27,381
36
$2.82M 1%
177,588
+68,097
37
$2.82M 1%
+78,064
38
$2.81M 0.99%
376,070
+283,822
39
$2.81M 0.99%
25,689
+5,926
40
$2.79M 0.99%
17,856
+2,917
41
$2.77M 0.98%
95,623
-3,011
42
$2.77M 0.98%
156,651
+42,914
43
$2.77M 0.98%
+6,268
44
$2.73M 0.96%
249,892
+31,856
45
$2.71M 0.96%
32,400
+3,630
46
$2.67M 0.94%
139,974
+52,158
47
$2.64M 0.94%
44,371
+7,208
48
$2.62M 0.93%
+52,422
49
$2.62M 0.93%
55,227
+7,707
50
$2.6M 0.92%
12,346
+5,324
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