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
$193M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$3.78M
3
+$3.62M
4
DHT icon
DHT Holdings
DHT
+$3.41M
5
MPLX icon
MPLX
MPLX
+$3.37M

Top Sells

1
+$14.6M
2
+$7.3M
3
+$5.03M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$4.95M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$4.76M

Sector Composition

1 Financials 14.47%
2 Real Estate 12.68%
3 Energy 12.66%
4 Consumer Discretionary 6.6%
5 Technology 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$620K 0.32%
+57,651
77
$613K 0.32%
28,962
-20,300
78
$575K 0.3%
+17,636
79
$553K 0.29%
+10,540
80
$548K 0.28%
+12,003
81
$508K 0.26%
22,262
82
$508K 0.26%
103,704
+40,760
83
$496K 0.26%
35,760
+14,725
84
$492K 0.26%
37,665
+16,573
85
$490K 0.25%
+9,902
86
$482K 0.25%
29,748
+12,453
87
$476K 0.25%
62,263
+26,674
88
$474K 0.25%
30,481
+14,240
89
$471K 0.24%
+14,995
90
$468K 0.24%
58,188
+31,543
91
$461K 0.24%
23,669
-140,077
92
$447K 0.23%
+10,649
93
$435K 0.23%
+19,328
94
$433K 0.22%
+5,722
95
$431K 0.22%
+22,030
96
$431K 0.22%
117,788
+65,596
97
$389K 0.2%
+3,880
98
$386K 0.2%
+12,722
99
$356K 0.18%
+17,681
100
$331K 0.17%
+7,603
2 3
4
5 6