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
$193M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$3.78M
3
+$3.62M
4
DHT icon
DHT Holdings
DHT
+$3.41M
5
MPLX icon
MPLX
MPLX
+$3.37M

Top Sells

1
+$14.6M
2
+$7.3M
3
+$5.03M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$4.95M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$4.76M

Sector Composition

1 Financials 14.47%
2 Real Estate 12.68%
3 Energy 12.66%
4 Consumer Discretionary 6.6%
5 Technology 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.83%
+27,280
52
$1.56M 0.81%
+19,419
53
$1.54M 0.8%
+33,208
54
$1.53M 0.8%
+3,587
55
$1.51M 0.78%
+63,919
56
$1.47M 0.76%
+34,801
57
$1.45M 0.75%
+17,823
58
$1.4M 0.73%
+35,491
59
$1.38M 0.72%
+23,651
60
$1.36M 0.7%
+13,165
61
$1.35M 0.7%
68,438
-81,990
62
$1.28M 0.66%
92,003
+80,972
63
$1.11M 0.58%
+79,092
64
$1.05M 0.55%
+115,810
65
$965K 0.5%
+81,207
66
$880K 0.46%
+25,487
67
$873K 0.45%
+92,482
68
$862K 0.45%
+66,559
69
$754K 0.39%
+8,145
70
$718K 0.37%
+10,865
71
$687K 0.36%
+10,198
72
$687K 0.36%
+14,012
73
$686K 0.36%
4,187
-1,504
74
$659K 0.34%
+11,276
75
$646K 0.34%
+4,092
1 2
3
4 5