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
$328M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$7.89M
2
+$6.32M
3
+$6.09M
4
CHRD icon
Chord Energy
CHRD
+$4.74M
5
CEG icon
Constellation Energy
CEG
+$4.64M

Top Sells

1
+$4.61M
2
+$4.6M
3
+$4.27M
4
ET icon
Energy Transfer Partners
ET
+$4.18M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.17M

Sector Composition

1 Technology 9.89%
2 Energy 7.82%
3 Financials 6.59%
4 Consumer Discretionary 6.13%
5 Real Estate 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.68M 1.12%
72,637
+12,768
27
$3.5M 1.07%
+78,792
28
$3.4M 1.04%
6,889
+621
29
$3.34M 1.02%
+5,557
30
$3.33M 1.01%
48,318
+5,234
31
$3.28M 1%
+13,834
32
$3.27M 1%
155,571
-3,212
33
$3.22M 0.98%
139,173
+6,645
34
$3.17M 0.97%
60,730
+8,308
35
$3.12M 0.95%
74,704
+10,073
36
$3.09M 0.94%
40,230
+13,590
37
$3.05M 0.93%
+155,212
38
$3.05M 0.93%
+30,825
39
$3.04M 0.93%
+18,302
40
$2.97M 0.91%
+98,312
41
$2.94M 0.89%
69,991
+8,862
42
$2.92M 0.89%
161,933
+5,282
43
$2.91M 0.89%
57,163
+20,035
44
$2.87M 0.88%
+122,496
45
$2.87M 0.87%
42,632
-2,828
46
$2.83M 0.86%
90,018
+11,954
47
$2.82M 0.86%
+134,568
48
$2.81M 0.86%
57,430
-1,281
49
$2.8M 0.85%
+95,559
50
$2.79M 0.85%
+16,309
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