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
$375M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$4.87M
3
+$4.47M
4
PHM icon
Pultegroup
PHM
+$3.94M
5
BAC icon
Bank of America
BAC
+$3.7M

Top Sells

1
+$7.54M
2
+$5.15M
3
+$3.77M
4
OKTA icon
Okta
OKTA
+$3.62M
5
LLY icon
Eli Lilly
LLY
+$3.57M

Sector Composition

1 Technology 8.3%
2 Real Estate 7.63%
3 Energy 7.19%
4 Industrials 7.13%
5 Financials 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.53M 1.21%
234,835
+31,294
27
$4.37M 1.17%
21,688
+5,976
28
$3.94M 1.05%
+38,354
29
$3.83M 1.02%
40,140
+540
30
$3.7M 0.99%
+88,664
31
$3.65M 0.97%
7,340
+6,937
32
$3.64M 0.97%
+50,725
33
$3.55M 0.94%
+13,047
34
$3.41M 0.91%
17,931
+12,358
35
$3.36M 0.89%
109,302
+2,099
36
$3.14M 0.84%
151,896
-1,723
37
$3.04M 0.81%
5,278
-1,322
38
$2.85M 0.76%
+15,697
39
$2.82M 0.75%
+5,168
40
$2.74M 0.73%
54,116
-1,931
41
$2.72M 0.73%
+31,648
42
$2.72M 0.72%
55,900
-1,393
43
$2.66M 0.71%
+11,818
44
$2.65M 0.71%
277,103
+83,176
45
$2.58M 0.69%
117,631
+64
46
$2.56M 0.68%
+21,969
47
$2.49M 0.66%
+27,325
48
$2.48M 0.66%
99,733
+5,056
49
$2.47M 0.66%
+70,788
50
$2.47M 0.66%
231,115
+109,598
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