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
$375M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$4.87M
3
+$4.47M
4
PHM icon
Pultegroup
PHM
+$3.94M
5
BAC icon
Bank of America
BAC
+$3.7M

Top Sells

1
+$7.54M
2
+$5.15M
3
+$3.77M
4
OKTA icon
Okta
OKTA
+$3.62M
5
LLY icon
Eli Lilly
LLY
+$3.57M

Sector Composition

1 Technology 8.3%
2 Real Estate 7.63%
3 Energy 7.19%
4 Industrials 7.13%
5 Financials 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.46M 0.66%
+37,874
52
$2.35M 0.63%
294,869
+117,346
53
$2.24M 0.6%
22,693
+5,379
54
$2.2M 0.59%
132,184
-97,871
55
$2.19M 0.58%
97,754
+40,449
56
$2.18M 0.58%
117,312
+89,173
57
$2.18M 0.58%
155,448
+82,968
58
$2.17M 0.58%
+66,523
59
$2.17M 0.58%
40,526
+35,367
60
$2.13M 0.57%
258,758
+41,284
61
$2.12M 0.57%
192,281
+13,907
62
$2.1M 0.56%
158,641
+142,721
63
$2M 0.53%
+49,920
64
$2M 0.53%
89,165
-14,448
65
$1.89M 0.5%
8,508
-15,283
66
$1.86M 0.49%
20,088
+3,024
67
$1.79M 0.48%
159,900
+17,163
68
$1.77M 0.47%
121,010
-2,543
69
$1.75M 0.47%
162,286
+8,895
70
$1.75M 0.47%
38,752
-25,799
71
$1.74M 0.46%
33,553
-44,392
72
$1.72M 0.46%
+150,651
73
$1.7M 0.45%
+33,554
74
$1.69M 0.45%
+83,784
75
$1.68M 0.45%
13,490
-3,953
1 2
3
4 5