PIWA
Prevail Innovative Wealth Advisors Portfolio holdings
AUM
$446M
1-Year Return
2.03%
This Quarter Return
+5.22%
1 Year Return
+2.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$269M
AUM Growth
+$59.4M
(+28%)
Cap. Flow
+$49.9M
Cap. Flow
% of AUM
18.54%
Top 10 Holdings %
Top 10 Hldgs %
21.63%
Holding
195
New
60
Increased
66
Reduced
25
Closed
37
Top Buys
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$9.05M |
| 2 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
$5.24M |
| 3 |
Franklin Senior Loan ETF
FLBL
|
$4.1M |
| 4 |
Avantis US Small Cap Equity ETF
AVSC
|
$3.81M |
| 5 |
Alliance Resource Partners
ARLP
|
$3.57M |
Top Sells
| 1 |
Outfront Media
OUT
|
$5.26M |
| 2 |
NVIDIA
NVDA
|
$4.92M |
| 3 |
Realty Income
O
|
$3.93M |
| 4 |
RC
Ready Capital
RC
|
$3.86M |
| 5 |
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% |
