PIWA

Prevail Innovative Wealth Advisors Portfolio holdings

AUM $375M
AUM
$375M
AUM Growth
+$30M
Cap. Flow
+$104M
Cap. Flow %
27.78%
Top 10 Hldgs %
23.74%
Holding
199
New
36
Increased
92
Reduced
35
Closed
30

Top Buys

1
$11.9M
2
$4.87M
3
$4.47M
4
$3.94M
5
$3.7M

Top Sells

1
$3.57M
2
$3.39M
3
$3.13M
4
$3.11M
5
$2.78M

Sector Composition

1Technology8.3%
2Real Estate7.63%
3Energy7.19%
4Industrials7.13%
5Financials5.08%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.46M0.66%37,874 New
+$2.46M
$2.35M0.63%294,869
+117,346
+66%
+$936K
$2.24M0.6%22,693
+5,379
+31%
+$532K
$2.2M0.59%132,184
-97,871
-43%
-$1.63M
$2.19M0.58%97,754
+40,449
+71%
+$908K
$2.18M0.58%117,312
+89,173
+317%
+$1.66M
$2.18M0.58%155,448
+82,968
+114%
+$1.16M
$2.17M0.58%66,523 New
+$2.17M
$2.17M0.58%40,526
+35,367
+686%
+$1.89M
$2.13M0.57%258,758
+41,284
+19%
+$341K
$2.12M0.56%192,281
+13,907
+8%
+$153K
$2.1M0.56%158,641
+142,721
+896%
+$1.89M
$2M0.53%49,920 New
+$2M
$2M0.53%89,165
-14,448
-14%
-$324K
$1.89M0.5%8,508
-15,283
-64%
-$3.39M
$1.86M0.49%20,088
+3,024
+18%
+$279K
$1.79M0.48%159,900
+17,163
+12%
+$192K
$1.77M0.47%121,010
-2,543
-2%
-$37.3K
$1.75M0.47%162,286
+8,895
+6%
+$96.1K
$1.75M0.47%38,752
-25,799
-40%
-$1.17M
$1.74M0.46%33,553
-44,392
-57%
-$2.31M
$1.72M0.46%150,651 New
+$1.72M
$1.7M0.45%33,554 New
+$1.7M
$1.69M0.45%83,784 New
+$1.69M
$1.68M0.45%13,490
-3,953
-23%
-$492K
123458