PIWA

Prevail Innovative Wealth Advisors Portfolio holdings

AUM $594M
1-Year Est. Return 14.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$515M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$6.68M
3
+$6.66M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.35M
5
LLY icon
Eli Lilly
LLY
+$5.72M

Top Sells

1
+$8.16M
2
+$6.54M
3
+$6.32M
4
PHM icon
Pultegroup
PHM
+$6.2M
5
EXE
Expand Energy Corp
EXE
+$6.07M

Sector Composition

1 Financials 9.36%
2 Technology 8.87%
3 Real Estate 7.99%
4 Industrials 7.07%
5 Healthcare 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.93M 0.96%
16,138
-6,596
27
$4.89M 0.95%
45,817
+14,019
28
$4.83M 0.94%
+70,197
29
$4.77M 0.93%
+133,076
30
$4.69M 0.91%
46,328
+9,160
31
$4.61M 0.9%
+30,559
32
$4.6M 0.89%
+27,473
33
$4.57M 0.89%
+47,886
34
$4.57M 0.89%
+103,811
35
$4.49M 0.87%
+14,914
36
$4.38M 0.85%
+29,923
37
$4.37M 0.85%
+165,710
38
$4.33M 0.84%
40,174
-266
39
$4.3M 0.84%
21,137
+14,718
40
$4.29M 0.83%
+7,628
41
$4.25M 0.82%
19,967
-1,191
42
$4.23M 0.82%
+26,133
43
$4.21M 0.82%
14,046
+11,336
44
$4.18M 0.81%
+25,029
45
$4.15M 0.81%
86,244
+8,256
46
$3.94M 0.77%
8,101
+845
47
$3.71M 0.72%
14,555
-27,988
48
$3.47M 0.67%
76,015
+12,558
49
$3.3M 0.64%
16,473
+909
50
$3.26M 0.63%
191,458
+40,381
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