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
$375M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$4.87M
3
+$4.47M
4
PHM icon
Pultegroup
PHM
+$3.94M
5
BAC icon
Bank of America
BAC
+$3.7M

Top Sells

1
+$7.54M
2
+$5.15M
3
+$3.77M
4
OKTA icon
Okta
OKTA
+$3.62M
5
LLY icon
Eli Lilly
LLY
+$3.57M

Sector Composition

1 Technology 8.3%
2 Real Estate 7.63%
3 Energy 7.19%
4 Industrials 7.13%
5 Financials 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$746K 0.2%
12,434
+8,318
127
$732K 0.19%
6,653
+4,243
128
$732K 0.19%
33,983
+1,120
129
$731K 0.19%
14,979
+5,361
130
$707K 0.19%
+83,418
131
$701K 0.19%
+12,084
132
$690K 0.18%
3,257
+2,249
133
$685K 0.18%
+12,860
134
$666K 0.18%
+13,409
135
$651K 0.17%
40,696
+29,994
136
$639K 0.17%
+21,440
137
$632K 0.17%
17,345
-315
138
$617K 0.16%
+20,274
139
$599K 0.16%
12,943
+8,679
140
$593K 0.16%
11,902
-62,365
141
$576K 0.15%
19,411
142
$538K 0.14%
5,583
-16
143
$534K 0.14%
+2,585
144
$522K 0.14%
48,822
+33,975
145
$488K 0.13%
99,889
+75,316
146
$451K 0.12%
+30,262
147
$432K 0.12%
7,242
-86
148
$422K 0.11%
+11,019
149
$418K 0.11%
+30,169
150
$387K 0.1%
2,267
+115
4 5
6
7 8