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
$345M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$5.52M
3
+$4.8M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$4.59M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.21M

Top Sells

1
+$7.84M
2
+$6.09M
3
+$5.84M
4
CCL icon
Carnival Corp
CCL
+$5.27M
5
CELH icon
Celsius Holdings
CELH
+$4.83M

Sector Composition

1 Technology 10.62%
2 Energy 6.34%
3 Real Estate 5.88%
4 Financials 4.2%
5 Healthcare 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.77M 1.09%
+16,416
27
$3.75M 1.09%
77,945
+45,617
28
$3.63M 1.05%
+4,699
29
$3.62M 1.05%
+45,984
30
$3.59M 1.04%
+74,267
31
$3.55M 1.03%
+22,125
32
$3.53M 1.02%
+232,692
33
$3.52M 1.02%
+36,148
34
$3.51M 1.02%
15,712
-2,150
35
$3.46M 1%
+10,934
36
$3.4M 0.99%
+6,589
37
$3.37M 0.98%
107,203
-8,294
38
$3.34M 0.97%
144,724
+5,551
39
$3.29M 0.95%
+23,841
40
$3.24M 0.94%
153,619
-1,952
41
$3.13M 0.91%
39,600
-630
42
$3.13M 0.91%
83,386
+8,682
43
$3.13M 0.91%
7,033
+4,724
44
$3.12M 0.9%
+27,635
45
$3M 0.87%
92,708
-2,851
46
$2.88M 0.83%
131,407
-3,161
47
$2.85M 0.83%
64,551
-49,739
48
$2.84M 0.82%
56,047
-1,116
49
$2.82M 0.82%
57,293
-137
50
$2.74M 0.79%
+183,460
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