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
$328M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$7.89M
2
+$6.32M
3
+$6.09M
4
CHRD icon
Chord Energy
CHRD
+$4.74M
5
CEG icon
Constellation Energy
CEG
+$4.64M

Top Sells

1
+$4.61M
2
+$4.6M
3
+$4.27M
4
ET icon
Energy Transfer Partners
ET
+$4.18M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.17M

Sector Composition

1 Technology 9.89%
2 Energy 7.82%
3 Financials 6.59%
4 Consumer Discretionary 6.13%
5 Real Estate 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.74M 0.83%
13,622
-1,300
52
$2.65M 0.81%
86,014
+12,966
53
$2.49M 0.76%
+133,766
54
$2.33M 0.71%
8,597
-5,661
55
$2.29M 0.7%
191,273
-2,567
56
$1.99M 0.6%
262,915
-4,112
57
$1.96M 0.6%
134,794
+117,331
58
$1.94M 0.59%
219,419
-5,434
59
$1.92M 0.59%
238,150
-137,920
60
$1.88M 0.57%
114,558
+26,062
61
$1.81M 0.55%
17,443
62
$1.73M 0.53%
7,446
-4,900
63
$1.69M 0.51%
118,998
64
$1.68M 0.51%
+88,395
65
$1.64M 0.5%
+135,978
66
$1.63M 0.5%
+22,533
67
$1.61M 0.49%
185,487
+42,934
68
$1.59M 0.48%
+90,351
69
$1.55M 0.47%
+18,542
70
$1.55M 0.47%
+19,867
71
$1.55M 0.47%
+67,777
72
$1.53M 0.47%
+128,157
73
$1.53M 0.47%
176,991
-3,486
74
$1.52M 0.46%
32,328
+16,096
75
$1.5M 0.46%
74,619
-65,355
1 2
3
4 5