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
$182M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.2M
3
+$8.03M
4
BSTZ icon
BlackRock Science and Technology Term Trust
BSTZ
+$5.03M
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$4.95M

Top Sells

No sells this quarter

Sector Composition

1 Energy 11.03%
2 Financials 8.28%
3 Real Estate 4.97%
4 Consumer Discretionary 4.74%
5 Technology 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$352K 0.19%
+8,320
77
$325K 0.18%
+20,386
78
$324K 0.18%
+62,944
79
$313K 0.17%
+1,194
80
$310K 0.17%
+21,035
81
$306K 0.17%
+14,445
82
$293K 0.16%
+35,589
83
$292K 0.16%
+1,324
84
$291K 0.16%
+21,092
85
$289K 0.16%
+17,295
86
$287K 0.16%
+52,811
87
$283K 0.16%
+28,630
88
$280K 0.15%
+31,354
89
$277K 0.15%
+16,241
90
$265K 0.15%
+10,001
91
$241K 0.13%
+26,645
92
$236K 0.13%
+693
93
$233K 0.13%
+18,476
94
$232K 0.13%
+12,585
95
$228K 0.12%
+7,634
96
$221K 0.12%
+2,195
97
$207K 0.11%
+1,934
98
$203K 0.11%
+389
99
$202K 0.11%
+1,600
100
$201K 0.11%
+5,406
1 2 3
4
5