PIWA

Prevail Innovative Wealth Advisors Portfolio holdings

AUM $375M
AUM
$375M
AUM Growth
+$30M
Cap. Flow
+$104M
Cap. Flow %
27.78%
Top 10 Hldgs %
23.74%
Holding
199
New
36
Increased
92
Reduced
35
Closed
30

Top Buys

1
$11.9M
2
$4.87M
3
$4.47M
4
$3.94M
5
$3.7M

Top Sells

1
$3.57M
2
$3.39M
3
$3.13M
4
$3.11M
5
$2.78M

Sector Composition

1Technology8.3%
2Real Estate7.63%
3Energy7.19%
4Industrials7.13%
5Financials5.08%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.6M0.43%111,173
+4,319
+4%
+$62.2K
$1.6M0.43%32,103
+9,216
+40%
+$458K
$1.55M0.41%119,683
+18,844
+19%
+$244K
$1.5M0.4%240,248
-18,220
-7%
-$114K
$1.47M0.39%29,146
-7,267
-20%
-$366K
$1.46M0.39%283,880
+56,612
+25%
+$292K
$1.46M0.39%146,719
+24,268
+20%
+$242K
$1.46M0.39%162,677
+18,064
+12%
+$163K
$1.46M0.39%166,278
+30,517
+22%
+$268K
$1.46M0.39%24,387
+5,792
+31%
+$346K
$1.44M0.38%117,487
+25,383
+28%
+$310K
$1.42M0.38%108,199
+19,571
+22%
+$258K
$1.41M0.38%168,255
+27,361
+19%
+$230K
$1.41M0.38%261,847
+37,268
+17%
+$201K
$1.41M0.37%82,489 New
+$1.41M
$1.4M0.37%97,208
+11,822
+14%
+$171K
$1.38M0.37%112,695
+17,374
+18%
+$213K
$1.37M0.36%56,779
+9,990
+21%
+$241K
$1.37M0.36%58,852
+9,561
+19%
+$222K
$1.36M0.36%126,861
+24,235
+24%
+$260K
$1.3M0.35%98,770
+21,964
+29%
+$290K
$1.28M0.34%149,039
+24,624
+20%
+$212K
$1.25M0.33%13,354
+4,588
+52%
+$430K
$1.17M0.31%19,452 New
+$1.17M
$1.13M0.3%45,246
+14,097
+45%
+$354K
1 234568