PIWA

Prevail Innovative Wealth Advisors Portfolio holdings

AUM $558M
1-Year Est. Return 7.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$446M
AUM Growth
+$70.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$6.87M
3
+$5.99M
4
EXE
Expand Energy Corp
EXE
+$5.79M
5
OXY icon
Occidental Petroleum
OXY
+$5.44M

Top Sells

1
+$7.88M
2
+$7.17M
3
+$6.41M
4
VST icon
Vistra
VST
+$6.01M
5
RYLD icon
Global X Russell 2000 Covered Call ETF
RYLD
+$5.94M

Sector Composition

1 Technology 11.74%
2 Real Estate 10.42%
3 Energy 6.96%
4 Financials 6.42%
5 Industrials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.69M 1.05%
120,406
+4,414
27
$4.68M 1.05%
+66,191
28
$4.59M 1.03%
6,219
+941
29
$4.56M 1.02%
96,266
+7,602
30
$4.43M 0.99%
256,460
+21,625
31
$4.39M 0.98%
+61,748
32
$4.38M 0.98%
54,679
+3,954
33
$4.19M 0.94%
+40,906
34
$3.95M 0.89%
+21,683
35
$3.83M 0.86%
+7,256
36
$3.83M 0.86%
+14,027
37
$3.76M 0.84%
77,988
+22,088
38
$3.74M 0.84%
68,783
-27,075
39
$3.64M 0.82%
40,440
+300
40
$3.61M 0.81%
21,158
-811
41
$3.58M 0.8%
+31,798
42
$3.53M 0.79%
+37,168
43
$3.26M 0.73%
15,564
-133
44
$3.24M 0.73%
65,927
+32,373
45
$3.23M 0.73%
178,299
+60,987
46
$3.22M 0.72%
105,053
-4,249
47
$3.22M 0.72%
160,310
-117,557
48
$3.11M 0.7%
148,633
-3,263
49
$2.87M 0.64%
311,910
+34,807
50
$2.86M 0.64%
63,457
+24,705
1
2
3 4 5