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
$375M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$4.87M
3
+$4.47M
4
PHM icon
Pultegroup
PHM
+$3.94M
5
BAC icon
Bank of America
BAC
+$3.7M

Top Sells

1
+$7.54M
2
+$5.15M
3
+$3.77M
4
OKTA icon
Okta
OKTA
+$3.62M
5
LLY icon
Eli Lilly
LLY
+$3.57M

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 Change
in Stake 		Capital Flow
101
$1.11M 0.3%
28,247
+11,512
102
$1.06M 0.28%
87,364
+37,872
103
$1.05M 0.28%
+20,508
104
$1.05M 0.28%
45,531
-99,193
105
$1.01M 0.27%
62,394
+25,607
106
$1.01M 0.27%
+57,011
107
$1M 0.27%
86,723
+20,276
108
$980K 0.26%
21,615
-11,025
109
$925K 0.25%
+63,120
110
$919K 0.24%
4,388
+2,456
111
$918K 0.24%
5,488
+3,246
112
$897K 0.24%
29,109
+5,147
113
$887K 0.24%
36,605
+10,832
114
$852K 0.23%
30,468
+6,515
115
$848K 0.23%
36,202
+12,534
116
$844K 0.22%
1,584
+76
117
$808K 0.22%
30,054
+10,511
118
$800K 0.21%
10,135
-8,714
119
$799K 0.21%
8,253
+2,951
120
$797K 0.21%
5,151
+2,589
121
$791K 0.21%
30,975
+10,884
122
$790K 0.21%
15,609
+5,611
123
$753K 0.2%
18,303
+11,305
124
$753K 0.2%
4,540
+3,092
125
$752K 0.2%
+11,077
3 4
5
6 7