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
$182M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

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