PIWA

Prevail Innovative Wealth Advisors Portfolio holdings

AUM $515M
1-Year Est. Return 4.09%
This Quarter Est. Return
1 Year Est. Return
+4.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$269M
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$5.24M
3
+$4.1M
4
AVSC icon
Avantis US Small Cap Equity ETF
AVSC
+$3.81M
5
ARLP icon
Alliance Resource Partners
ARLP
+$3.57M

Top Sells

1
+$5.26M
2
+$4.92M
3
+$3.93M
4
RC
Ready Capital
RC
+$3.86M
5
VLO icon
Valero Energy
VLO
+$3.47M

Sector Composition

1 Energy 16.97%
2 Financials 8.83%
3 Real Estate 7.45%
4 Technology 5.5%
5 Consumer Staples 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$496K 0.18%
+1,117
127
$472K 0.18%
+9,940
128
$469K 0.17%
+45,372
129
$433K 0.16%
22,262
130
$420K 0.16%
2,330
-14,971
131
$412K 0.15%
11,501
+3,837
132
$404K 0.15%
+4,783
133
$397K 0.15%
+997
134
$396K 0.15%
10,785
-6,900
135
$395K 0.15%
+2,116
136
$336K 0.12%
+29,208
137
$328K 0.12%
781
-85
138
$327K 0.12%
21,500
139
$318K 0.12%
+605
140
$310K 0.12%
+57,077
141
$295K 0.11%
5,385
142
$289K 0.11%
2,489
+93
143
$262K 0.1%
2,900
-54,420
144
$261K 0.1%
1,632
+32
145
$259K 0.1%
6,180
-1,023
146
$257K 0.1%
978
+50
147
$247K 0.09%
20,637
+1,321
148
$241K 0.09%
+8,189
149
$236K 0.09%
928
+13
150
$235K 0.09%
405
+16
4 5
6
7 8