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
$345M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$5.52M
3
+$4.8M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$4.59M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.21M

Top Sells

1
+$7.84M
2
+$6.09M
3
+$5.84M
4
CCL icon
Carnival Corp
CCL
+$5.27M
5
CELH icon
Celsius Holdings
CELH
+$4.83M

Sector Composition

1 Technology 10.62%
2 Energy 6.34%
3 Real Estate 5.88%
4 Financials 4.2%
5 Healthcare 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.71M 0.78%
117,567
-4,929
52
$2.54M 0.74%
125,682
-168,861
53
$2.5M 0.72%
+21,551
54
$2.5M 0.72%
91,264
-7,048
55
$2.3M 0.67%
94,677
-87,959
56
$2.01M 0.58%
178,374
-12,899
57
$1.99M 0.58%
+63,351
58
$1.92M 0.56%
103,613
-15,385
59
$1.92M 0.56%
258,468
-4,447
60
$1.87M 0.54%
123,553
-11,241
61
$1.83M 0.53%
36,413
-64,488
62
$1.83M 0.53%
217,474
+31,987
63
$1.79M 0.52%
42,921
+7,291
64
$1.79M 0.52%
+193,927
65
$1.78M 0.52%
17,443
66
$1.71M 0.5%
121,517
+68,290
67
$1.69M 0.49%
92,433
+17,814
68
$1.68M 0.49%
17,314
+4,207
69
$1.65M 0.48%
17,064
+3,532
70
$1.62M 0.47%
106,854
-7,704
71
$1.61M 0.47%
94,107
+8,536
72
$1.59M 0.46%
+177,523
73
$1.55M 0.45%
153,391
+134,459
74
$1.52M 0.44%
142,737
+6,759
75
$1.47M 0.43%
18,849
+2,973
1 2
3
4 5