PIWA
Prevail Innovative Wealth Advisors Portfolio holdings
AUM
$446M
This Quarter Return
-2.07%
1 Year Return
+2.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$193M
AUM Growth
+$193M
(+5.6%)
Cap. Flow
+$13.3M
Cap. Flow
% of AUM
6.92%
Top 10 Holdings %
Top 10 Hldgs %
27.41%
Holding
171
New
63
Increased
34
Reduced
14
Closed
51
Top Buys
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$8.98M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$3.78M |
| 3 |
Blue Owl Capital
OWL
|
$3.62M |
| 4 |
DHT Holdings
DHT
|
$3.41M |
| 5 |
MPLX
MPLX
|
$3.37M |
Top Sells
Sector Composition
| 1 | Financials | 14.47% |
| 2 | Real Estate | 12.68% |
| 3 | Energy | 12.66% |
| 4 | Consumer Discretionary | 6.6% |
| 5 | Technology | 5.13% |
