PIWA

Prevail Innovative Wealth Advisors Portfolio holdings

AUM $594M
1-Year Est. Return 14.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$446M
AUM Growth
+$70.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$6.87M
3
+$5.99M
4
EXE
Expand Energy Corp
EXE
+$5.79M
5
OXY icon
Occidental Petroleum
OXY
+$5.44M

Top Sells

1
+$7.88M
2
+$7.17M
3
+$6.41M
4
VST icon
Vistra
VST
+$6.01M
5
RYLD icon
Global X Russell 2000 Covered Call ETF
RYLD
+$5.94M

Sector Composition

1 Technology 11.74%
2 Real Estate 10.42%
3 Energy 6.96%
4 Financials 6.42%
5 Industrials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.6M 0.36%
103,537
+41,143
102
$1.6M 0.36%
+17,015
103
$1.58M 0.36%
114,235
+15,465
104
$1.58M 0.36%
143,643
+16,782
105
$1.56M 0.35%
30,291
-10,235
106
$1.56M 0.35%
+61,222
107
$1.48M 0.33%
+48,286
108
$1.48M 0.33%
59,238
+13,992
109
$1.47M 0.33%
+31,658
110
$1.46M 0.33%
34,014
+5,767
111
$1.43M 0.32%
161,257
+12,218
112
$1.37M 0.31%
+29,664
113
$1.36M 0.31%
27,131
-2,015
114
$1.31M 0.29%
6,419
+4,152
115
$1.3M 0.29%
88,990
-23,705
116
$1.28M 0.29%
99,500
+12,777
117
$1.26M 0.28%
54,756
+9,225
118
$1.24M 0.28%
+56,395
119
$1.16M 0.26%
47,308
+10,703
120
$1.16M 0.26%
+64,854
121
$1.16M 0.26%
22,447
+1,939
122
$1.12M 0.25%
25,851
+4,236
123
$1.12M 0.25%
46,952
+10,750
124
$1.11M 0.25%
+26,996
125
$1.05M 0.24%
34,153
+5,044
3 4
5
6 7