PIWA

Prevail Innovative Wealth Advisors Portfolio holdings

AUM $594M
1-Year Est. Return 14.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$446M
AUM Growth
+$70.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$6.87M
3
+$5.99M
4
EXE
Expand Energy Corp
EXE
+$5.79M
5
OXY icon
Occidental Petroleum
OXY
+$5.44M

Top Sells

1
+$7.88M
2
+$7.17M
3
+$6.41M
4
VST icon
Vistra
VST
+$6.01M
5
RYLD icon
Global X Russell 2000 Covered Call ETF
RYLD
+$5.94M

Sector Composition

1 Technology 11.74%
2 Real Estate 10.42%
3 Energy 6.96%
4 Financials 6.42%
5 Industrials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.84M 0.41%
70,738
+13,959
77
$1.83M 0.41%
28,682
+4,295
78
$1.82M 0.41%
87,676
+30,665
79
$1.81M 0.41%
36,421
+4,318
80
$1.81M 0.41%
+71,260
81
$1.78M 0.4%
132,136
+12,453
82
$1.7M 0.38%
24,855
+5,403
83
$1.68M 0.38%
15,418
+2,064
84
$1.68M 0.38%
+37,058
85
$1.68M 0.38%
228,552
-11,696
86
$1.68M 0.38%
189,296
+21,041
87
$1.68M 0.38%
316,674
+32,794
88
$1.67M 0.38%
163,192
+16,473
89
$1.67M 0.37%
66,729
-33,004
90
$1.66M 0.37%
109,562
-1,611
91
$1.65M 0.37%
83,901
+117
92
$1.63M 0.37%
109,686
+12,478
93
$1.63M 0.36%
191,938
+108,520
94
$1.62M 0.36%
121,418
+13,219
95
$1.62M 0.36%
+52,263
96
$1.62M 0.36%
130,451
+12,964
97
$1.61M 0.36%
+31,365
98
$1.61M 0.36%
66,918
+8,066
99
$1.61M 0.36%
+88,148
100
$1.61M 0.36%
152,433
-7,467
2 3
4
5 6