PIWA
Prevail Innovative Wealth Advisors Portfolio holdings
AUM $375M
AUM
$375M
AUM Growth
+$30M (+9%)
Cap. Flow
+$104M
Cap. Flow % of AUM
27.78%
Top 10 Holdings %Top 10 Hldgs %
23.74%
Holding
199
New
36
Increased
92
Reduced
35
Closed
30
Top Buys
| 1 | $11.9M | |
| 2 | $4.87M | |
| 3 | $4.47M | |
| 4 | $3.94M | |
| 5 | $3.7M |
Top Sells
| 1 | $3.57M | |
| 2 | $3.39M | |
| 3 | $3.13M | |
| 4 | $3.11M | |
| 5 | $2.78M |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.11M | 0.3% | 28,247 +11,512 | +69% | +$453K | |||
| $1.06M | 0.28% | 87,364 +37,872 | +77% | +$459K | |||
| $1.05M | 0.28% | 20,508 | New | +$1.05M | |||
| $1.05M | 0.28% | 45,531 -99,193 | -69% | -$2.29M | |||
| $1.01M | 0.27% | 62,394 +25,607 | +70% | +$416K | |||
| $1.01M | 0.27% | 57,011 | New | +$1.01M | |||
| $1M | 0.27% | 86,723 -179,066 | -67% | -$2.07M | |||
| $980K | 0.26% | 21,615 -11,025 | -34% | -$500K | |||
| $925K | 0.25% | 63,120 | New | +$925K | |||
| $919K | 0.24% | 4,388 +2,456 | +127% | +$515K | |||
| $918K | 0.24% | 5,488 +3,246 | +145% | +$543K | |||
| $897K | 0.24% | 29,109 +5,147 | +21% | +$159K | |||
| $887K | 0.24% | 36,605 +10,832 | +42% | +$263K | |||
| $852K | 0.23% | 30,468 +6,515 | +27% | +$182K | |||
| $848K | 0.23% | 36,202 +12,534 | +53% | +$294K | |||
| $844K | 0.22% | 1,584 +76 | +5% | +$40.5K | |||
| $808K | 0.22% | 30,054 +10,511 | +54% | +$283K | |||
| $800K | 0.21% | 10,135 -8,714 | -46% | -$688K | |||
| $799K | 0.21% | 8,253 +2,951 | +56% | +$286K | |||
| $797K | 0.21% | 5,151 +2,589 | +101% | +$400K | |||
| $791K | 0.21% | 30,975 +10,884 | +54% | +$278K | |||
| $790K | 0.21% | 15,609 +5,611 | +56% | +$284K | |||
| $753K | 0.2% | 18,303 +11,305 | +162% | +$465K | |||
| $753K | 0.2% | 4,540 +3,092 | +214% | +$513K | |||
| $752K | 0.2% | 11,077 | New | +$752K |
