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
$328M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$7.89M
2
+$6.32M
3
+$6.09M
4
CHRD icon
Chord Energy
CHRD
+$4.74M
5
CEG icon
Constellation Energy
CEG
+$4.64M

Top Sells

1
+$4.61M
2
+$4.6M
3
+$4.27M
4
ET icon
Energy Transfer Partners
ET
+$4.18M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.17M

Sector Composition

1 Technology 9.89%
2 Energy 7.82%
3 Financials 6.59%
4 Consumer Discretionary 6.13%
5 Real Estate 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$965K 0.29%
109,219
+26,188
102
$958K 0.29%
+59,563
103
$947K 0.29%
14,596
+495
104
$934K 0.28%
+79,550
105
$932K 0.28%
+38,129
106
$863K 0.26%
63,142
+28,496
107
$751K 0.23%
+53,227
108
$701K 0.21%
50,825
+13,026
109
$693K 0.21%
63,025
+16,394
110
$646K 0.2%
2,283
+194
111
$638K 0.19%
7,008
-103
112
$598K 0.18%
102,525
+35,798
113
$593K 0.18%
23,653
+15,508
114
$584K 0.18%
4,980
+299
115
$546K 0.17%
43,853
+35,556
116
$508K 0.15%
13,345
+2,002
117
$504K 0.15%
2,952
118
$504K 0.15%
13,427
+348
119
$502K 0.15%
+15,194
120
$490K 0.15%
22,077
+900
121
$484K 0.15%
+19,592
122
$469K 0.14%
+19,172
123
$453K 0.14%
2,006
-80
124
$448K 0.14%
7,328
+86
125
$445K 0.14%
+39,251
3 4
5
6 7