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
$375M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$4.87M
3
+$4.47M
4
PHM icon
Pultegroup
PHM
+$3.94M
5
BAC icon
Bank of America
BAC
+$3.7M

Top Sells

1
+$7.54M
2
+$5.15M
3
+$3.77M
4
OKTA icon
Okta
OKTA
+$3.62M
5
LLY icon
Eli Lilly
LLY
+$3.57M

Sector Composition

1 Technology 8.3%
2 Real Estate 7.63%
3 Energy 7.19%
4 Industrials 7.13%
5 Financials 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.6M 0.43%
111,173
+4,319
77
$1.6M 0.43%
32,103
+9,216
78
$1.55M 0.41%
119,683
+18,844
79
$1.5M 0.4%
240,248
-18,220
80
$1.47M 0.39%
29,146
-7,267
81
$1.46M 0.39%
283,880
+56,612
82
$1.46M 0.39%
146,719
+24,268
83
$1.46M 0.39%
162,677
+18,064
84
$1.46M 0.39%
166,278
+30,517
85
$1.46M 0.39%
24,387
+5,792
86
$1.44M 0.38%
117,487
+25,383
87
$1.42M 0.38%
108,199
+19,571
88
$1.41M 0.38%
168,255
+27,361
89
$1.41M 0.38%
261,847
+37,268
90
$1.41M 0.37%
+82,489
91
$1.4M 0.37%
97,208
+11,822
92
$1.38M 0.37%
112,695
+17,374
93
$1.37M 0.37%
56,779
+9,990
94
$1.37M 0.36%
58,852
+9,561
95
$1.36M 0.36%
126,861
+24,235
96
$1.3M 0.35%
98,770
+21,964
97
$1.28M 0.34%
149,039
+24,624
98
$1.25M 0.33%
13,354
+4,588
99
$1.17M 0.31%
+19,452
100
$1.13M 0.3%
45,246
+14,097
2 3
4
5 6