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
$515M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$6.68M
3
+$6.66M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.35M
5
LLY icon
Eli Lilly
LLY
+$5.72M

Top Sells

1
+$8.16M
2
+$6.54M
3
+$6.32M
4
PHM icon
Pultegroup
PHM
+$6.2M
5
EXE
Expand Energy Corp
EXE
+$6.07M

Sector Composition

1 Financials 9.36%
2 Technology 8.87%
3 Real Estate 7.99%
4 Industrials 7.07%
5 Healthcare 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.56M 0.3%
+30,539
127
$1.56M 0.3%
47,747
+18,642
128
$1.54M 0.3%
+69,738
129
$1.53M 0.3%
6,629
+1,987
130
$1.53M 0.3%
+124,056
131
$1.52M 0.3%
33,731
+2,073
132
$1.49M 0.29%
20,481
+8,884
133
$1.49M 0.29%
68,256
+11,861
134
$1.48M 0.29%
76,426
-83,884
135
$1.48M 0.29%
+56,654
136
$1.44M 0.28%
16,043
+8,605
137
$1.43M 0.28%
+70,047
138
$1.42M 0.28%
+157,638
139
$1.35M 0.26%
148,654
-12,603
140
$1.24M 0.24%
24,734
-2,397
141
$1.24M 0.24%
5,081
+349
142
$1.16M 0.22%
63,609
-1,245
143
$1.16M 0.22%
44,952
+1,338
144
$1.16M 0.22%
25,051
-8,963
145
$1.11M 0.22%
5,978
+1,589
146
$1.08M 0.21%
28,385
+6,563
147
$1.06M 0.21%
+5,780
148
$963K 0.19%
19,094
+8,464
149
$902K 0.18%
26,169
+373
150
$892K 0.17%
18,029
+6,595
4 5
6
7 8