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
$515M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$6.68M
3
+$6.66M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.35M
5
LLY icon
Eli Lilly
LLY
+$5.72M

Top Sells

1
+$8.16M
2
+$6.54M
3
+$6.32M
4
PHM icon
Pultegroup
PHM
+$6.2M
5
EXE
Expand Energy Corp
EXE
+$6.07M

Sector Composition

1 Financials 9.36%
2 Technology 8.87%
3 Real Estate 7.99%
4 Industrials 7.07%
5 Healthcare 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.32M 0.45%
45,652
-7,359
77
$2.31M 0.45%
49,747
+20,083
78
$2.27M 0.44%
430,405
+75,725
79
$2.27M 0.44%
98,197
-15,757
80
$2.26M 0.44%
90,141
+30,903
81
$2.25M 0.44%
47,854
-2,061
82
$2.21M 0.43%
180,452
-2,552
83
$2.18M 0.42%
152,725
+20,589
84
$2.16M 0.42%
117,129
+13,592
85
$2.11M 0.41%
223,155
+33,859
86
$2.08M 0.4%
+6,180
87
$2.08M 0.4%
79,874
+31,588
88
$2.07M 0.4%
160,094
+29,643
89
$2.06M 0.4%
39,910
+17,463
90
$2.05M 0.4%
143,545
+29,310
91
$2.03M 0.39%
107,148
+19,000
92
$2.01M 0.39%
38,997
+7,632
93
$2.01M 0.39%
197,830
+34,638
94
$2.01M 0.39%
82,056
+15,138
95
$2M 0.39%
178,519
+34,876
96
$1.99M 0.39%
148,759
+27,341
97
$1.97M 0.38%
133,668
+23,982
98
$1.96M 0.38%
+126,564
99
$1.95M 0.38%
238,778
+46,840
100
$1.86M 0.36%
75,166
+27,858
2 3
4
5 6