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
$328M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$7.89M
2
+$6.32M
3
+$6.09M
4
CHRD icon
Chord Energy
CHRD
+$4.74M
5
CEG icon
Constellation Energy
CEG
+$4.64M

Top Sells

1
+$4.61M
2
+$4.6M
3
+$4.27M
4
ET icon
Energy Transfer Partners
ET
+$4.18M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.17M

Sector Composition

1 Technology 9.89%
2 Energy 7.82%
3 Financials 6.59%
4 Consumer Discretionary 6.13%
5 Real Estate 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.49M 0.45%
35,630
+8,298
77
$1.49M 0.45%
+85,571
78
$1.47M 0.45%
+5,368
79
$1.46M 0.45%
+28,655
80
$1.45M 0.44%
97,425
-1,418
81
$1.43M 0.43%
+6,423
82
$1.4M 0.43%
+7,900
83
$1.33M 0.4%
13,107
+1,221
84
$1.31M 0.4%
+3,568
85
$1.3M 0.4%
+27,125
86
$1.29M 0.39%
13,532
-11,738
87
$1.26M 0.38%
15,876
+5,751
88
$1.23M 0.37%
90,286
-25,107
89
$1.2M 0.36%
45,859
+3,478
90
$1.2M 0.36%
+2,309
91
$1.12M 0.34%
+107,007
92
$1.08M 0.33%
118,907
+24,835
93
$1.07M 0.32%
125,249
+26,784
94
$1.06M 0.32%
121,918
+28,323
95
$1.05M 0.32%
259,526
+57,778
96
$1.03M 0.32%
80,589
+19,793
97
$1.01M 0.31%
79,466
+17,933
98
$1.01M 0.31%
20,323
+2,085
99
$999K 0.3%
50,615
+12,086
100
$998K 0.3%
72,839
+17,424
2 3
4
5 6