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
$345M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$5.52M
3
+$4.8M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$4.59M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.21M

Top Sells

1
+$7.84M
2
+$6.09M
3
+$5.84M
4
CCL icon
Carnival Corp
CCL
+$5.27M
5
CELH icon
Celsius Holdings
CELH
+$4.83M

Sector Composition

1 Technology 10.62%
2 Energy 6.34%
3 Real Estate 5.88%
4 Financials 4.2%
5 Healthcare 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$504K 0.15%
9,998
+2,980
127
$490K 0.14%
+6,479
128
$485K 0.14%
2,562
+845
129
$480K 0.14%
+11,792
130
$472K 0.14%
9,618
+2,868
131
$458K 0.13%
+19,745
132
$456K 0.13%
1,130
-154
133
$455K 0.13%
7,328
134
$392K 0.11%
2,152
-800
135
$357K 0.1%
1,739
+102
136
$343K 0.1%
1,932
+700
137
$325K 0.09%
2,242
+842
138
$324K 0.09%
1,025
-20
139
$308K 0.09%
+3,407
140
$304K 0.09%
+2,410
141
$304K 0.09%
+6,998
142
$269K 0.08%
+1,018
143
$257K 0.07%
12,446
-824
144
$252K 0.07%
1,050
-100
145
$247K 0.07%
484
+20
146
$247K 0.07%
5,159
-73,633
147
$235K 0.07%
+2,547
148
$228K 0.07%
+1,008
149
$226K 0.07%
915
-5
150
$215K 0.06%
+4,116
4 5
6
7 8