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
$210M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.74M
3
+$2.5M
4
LSCC icon
Lattice Semiconductor
LSCC
+$2.22M
5
GLPI icon
Gaming and Leisure Properties
GLPI
+$2.18M

Top Sells

1
+$3.8M
2
+$3.78M
3
+$3.62M
4
ARLP icon
Alliance Resource Partners
ARLP
+$3.54M
5
DHT icon
DHT Holdings
DHT
+$3.41M

Sector Composition

1 Financials 15.26%
2 Real Estate 12.77%
3 Energy 11.72%
4 Technology 5.5%
5 Healthcare 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.82%
3,614
+27
52
$1.72M 0.82%
27,105
-30
53
$1.65M 0.79%
+91,244
54
$1.65M 0.79%
+36,325
55
$1.64M 0.78%
+28,909
56
$1.61M 0.77%
+10,791
57
$1.61M 0.77%
+23,480
58
$1.61M 0.77%
+38,784
59
$1.53M 0.73%
+42,418
60
$1.51M 0.72%
+27,480
61
$1.49M 0.71%
102,292
+10,289
62
$1.4M 0.67%
42,653
-84,917
63
$1.35M 0.64%
6,994
-5,206
64
$1.34M 0.64%
+26,269
65
$1.32M 0.63%
+41,626
66
$1.28M 0.61%
104,199
+22,992
67
$1.25M 0.6%
+9,846
68
$1.17M 0.56%
+8,387
69
$1.09M 0.52%
+132,143
70
$928K 0.44%
+4,626
71
$839K 0.4%
223,006
+105,218
72
$835K 0.4%
+10,243
73
$829K 0.4%
59,280
+21,615
74
$811K 0.39%
56,737
+20,977
75
$802K 0.38%
48,380
+17,899
1 2
3
4 5