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
$328M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$7.89M
2
+$6.32M
3
+$6.09M
4
CHRD icon
Chord Energy
CHRD
+$4.74M
5
CEG icon
Constellation Energy
CEG
+$4.64M

Top Sells

1
+$4.61M
2
+$4.6M
3
+$4.27M
4
ET icon
Energy Transfer Partners
ET
+$4.18M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.17M

Sector Composition

1 Technology 9.89%
2 Energy 7.82%
3 Financials 6.59%
4 Consumer Discretionary 6.13%
5 Real Estate 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$431K 0.13%
936
+114
127
$410K 0.12%
+14,544
128
$398K 0.12%
1,621
-157
129
$397K 0.12%
+16,492
130
$363K 0.11%
+3,647
131
$360K 0.11%
+13,412
132
$356K 0.11%
+7,018
133
$355K 0.11%
+13,947
134
$339K 0.1%
+6,750
135
$336K 0.1%
1,284
+42
136
$335K 0.1%
7,461
+1,064
137
$323K 0.1%
20,154
-260,623
138
$294K 0.09%
1,637
-2
139
$287K 0.09%
1,045
+275
140
$285K 0.09%
115,810
141
$285K 0.09%
1,717
+445
142
$278K 0.08%
+10,977
143
$274K 0.08%
+13,270
144
$269K 0.08%
+5,385
145
$249K 0.08%
920
146
$246K 0.08%
398
-14
147
$243K 0.07%
+1,232
148
$242K 0.07%
+1,150
149
$234K 0.07%
+18,932
150
$226K 0.07%
464
-101
4 5
6
7 8