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
$515M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$6.68M
3
+$6.66M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.35M
5
LLY icon
Eli Lilly
LLY
+$5.72M

Top Sells

1
+$8.16M
2
+$6.54M
3
+$6.32M
4
PHM icon
Pultegroup
PHM
+$6.2M
5
EXE
Expand Energy Corp
EXE
+$6.07M

Sector Composition

1 Financials 9.36%
2 Technology 8.87%
3 Real Estate 7.99%
4 Industrials 7.07%
5 Healthcare 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.84M 0.36%
3,691
+1,436
102
$1.84M 0.36%
26,904
-1,778
103
$1.83M 0.35%
41,557
+15,706
104
$1.78M 0.35%
23,611
+11,465
105
$1.77M 0.34%
23,606
-1,249
106
$1.75M 0.34%
78,554
+53,172
107
$1.74M 0.34%
11,197
+4,315
108
$1.73M 0.34%
72,257
+25,305
109
$1.72M 0.33%
15,065
-353
110
$1.71M 0.33%
37,454
+13,739
111
$1.66M 0.32%
23,307
+12,222
112
$1.66M 0.32%
121,010
+21,510
113
$1.65M 0.32%
21,693
+10,947
114
$1.65M 0.32%
40,857
+19,286
115
$1.64M 0.32%
128,506
-9,675
116
$1.62M 0.32%
31,982
+11,730
117
$1.6M 0.31%
62,460
+22,245
118
$1.6M 0.31%
51,706
+17,553
119
$1.59M 0.31%
24,030
+9,863
120
$1.58M 0.31%
50,583
-1,680
121
$1.58M 0.31%
84,570
+28,338
122
$1.57M 0.31%
32,516
+16,233
123
$1.57M 0.3%
26,379
+9,260
124
$1.57M 0.3%
62,359
-4,370
125
$1.56M 0.3%
25,688
+10,637
3 4
5
6 7