PIWA
Prevail Innovative Wealth Advisors Portfolio holdings
AUM
$446M
This Quarter Return
+0.5%
1 Year Return
+2.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$182M
AUM Growth
–
Cap. Flow
+$182M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.09%
Holding
107
New
107
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
