PIWA

Prevail Innovative Wealth Advisors Portfolio holdings

AUM $594M
1-Year Est. Return 14.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$446M
AUM Growth
+$70.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$6.87M
3
+$5.99M
4
EXE
Expand Energy Corp
EXE
+$5.79M
5
OXY icon
Occidental Petroleum
OXY
+$5.44M

Top Sells

1
+$7.88M
2
+$7.17M
3
+$6.41M
4
VST icon
Vistra
VST
+$6.01M
5
RYLD icon
Global X Russell 2000 Covered Call ETF
RYLD
+$5.94M

Sector Composition

1 Technology 11.74%
2 Real Estate 10.42%
3 Energy 6.96%
4 Financials 6.42%
5 Industrials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.04M 0.23%
+2,255
127
$1.04M 0.23%
43,614
+9,631
128
$1.03M 0.23%
20,252
+4,643
129
$1.03M 0.23%
40,215
+9,240
130
$1.02M 0.23%
23,715
+5,412
131
$998K 0.22%
8,999
-4,491
132
$985K 0.22%
6,882
+1,394
133
$980K 0.22%
56,232
+15,536
134
$956K 0.21%
+52,321
135
$949K 0.21%
29,105
-37,418
136
$947K 0.21%
+11,597
137
$937K 0.21%
+8,866
138
$918K 0.21%
+9,184
139
$891K 0.2%
21,822
+10,803
140
$884K 0.2%
17,119
+4,176
141
$875K 0.2%
21,598
+4,253
142
$867K 0.19%
15,051
+2,967
143
$862K 0.19%
4,642
+254
144
$851K 0.19%
+2,710
145
$839K 0.19%
+2,061
146
$838K 0.19%
+12,146
147
$834K 0.19%
4,732
-419
148
$831K 0.19%
14,167
+1,733
149
$830K 0.19%
+1,630
150
$825K 0.19%
1,699
+115
4 5
6
7 8