PIWA
Prevail Innovative Wealth Advisors Portfolio holdings
AUM
$446M
1-Year Return
2.03%
This Quarter Return
+5.65%
1 Year Return
+2.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$446M
AUM Growth
+$70.2M
(+19%)
Cap. Flow
+$51.7M
Cap. Flow
% of AUM
11.6%
Top 10 Holdings %
Top 10 Hldgs %
21.09%
Holding
232
New
64
Increased
83
Reduced
39
Closed
39
Top Buys
| 1 |
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
|
$7.16M |
| 2 |
Apple
AAPL
|
$6.98M |
| 3 |
EXE
Expand Energy Corporation Common Stock
EXE
|
$6.07M |
| 4 |
Prologis
PLD
|
$6.01M |
| 5 |
L3Harris
LHX
|
$5.7M |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$9.35M |
| 2 |
Schlumberger
SLB
|
$7.88M |
| 3 |
Quanta Services
PWR
|
$6.41M |
| 4 |
Vistra
VST
|
$6.01M |
| 5 |
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% |
