PIWA

Prevail Innovative Wealth Advisors Portfolio holdings

AUM $558M
1-Year Est. Return 7.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$10.1M
3
+$7.9M
4
IEP icon
Icahn Enterprises
IEP
+$5.48M
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$4.91M

Top Sells

No sells this quarter

Sector Composition

1 Energy 11.03%
2 Financials 8.28%
3 Real Estate 4.97%
4 Consumer Discretionary 4.74%
5 Technology 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$201K 0.11%
+10,342
102
$195K 0.11%
+52,192
103
$188K 0.1%
+38,925
104
$146K 0.08%
+11,031
105
$103K 0.06%
+8,297
106
$71.9K 0.04%
+2,698
107
$68K 0.04%
+3,931
1 2 3 4
5