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
$283M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$3.37M
3
+$3.25M
4
BXMT icon
Blackstone Mortgage Trust
BXMT
+$3.06M
5
GXO icon
GXO Logistics
GXO
+$2.99M

Top Sells

1
+$4.01M
2
+$3.67M
3
+$3.62M
4
ARLP icon
Alliance Resource Partners
ARLP
+$3.57M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.48M

Sector Composition

1 Energy 12.52%
2 Real Estate 11.44%
3 Technology 8.86%
4 Consumer Staples 6.53%
5 Consumer Discretionary 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.53M 0.9%
64,631
+12,995
52
$2.45M 0.87%
24,948
+3,622
53
$2.44M 0.86%
18,836
+2,134
54
$2.42M 0.86%
24,928
+2,106
55
$2.39M 0.85%
98,032
+48,898
56
$2.37M 0.84%
193,840
-7,224
57
$2.32M 0.82%
10,988
+2,316
58
$2.28M 0.81%
25,270
-2,740
59
$2.25M 0.8%
73,048
+12,399
60
$2.24M 0.79%
12,044
+1,375
61
$2.16M 0.77%
7,917
+1,815
62
$2.14M 0.76%
+9,581
63
$2.09M 0.74%
4,613
-5,080
64
$2.01M 0.71%
6,413
+792
65
$1.95M 0.69%
43,086
+6,302
66
$1.94M 0.69%
224,853
+53,569
67
$1.93M 0.68%
+267,027
68
$1.93M 0.68%
6,552
+1,085
69
$1.89M 0.67%
+37,128
70
$1.88M 0.66%
26,640
-765
71
$1.88M 0.66%
+119,222
72
$1.56M 0.55%
17,443
-5,294
73
$1.51M 0.53%
118,998
+96,736
74
$1.47M 0.52%
180,477
+72,497
75
$1.45M 0.51%
+88,496
1 2
3
4 5