PIWA
Prevail Innovative Wealth Advisors Portfolio holdings
AUM
$446M
1-Year Return
2.03%
This Quarter Return
-3.67%
1 Year Return
+2.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$375M
AUM Growth
+$30M
(+8.7%)
Cap. Flow
+$37.9M
Cap. Flow
% of AUM
10.1%
Top 10 Holdings %
Top 10 Hldgs %
23.74%
Holding
199
New
36
Increased
93
Reduced
34
Closed
30
Top Buys
| 1 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$11.9M |
| 2 |
Vertiv
VRT
|
$4.87M |
| 3 |
Exxon Mobil
XOM
|
$4.47M |
| 4 |
Pultegroup
PHM
|
$3.94M |
| 5 |
Bank of America
BAC
|
$3.7M |
Top Sells
| 1 |
Vanguard Small-Cap ETF
VB
|
$7.54M |
| 2 |
Chemed
CHE
|
$5.15M |
| 3 |
Danaher
DHR
|
$3.77M |
| 4 |
Okta
OKTA
|
$3.62M |
| 5 |
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% |
