PIWA

Prevail Innovative Wealth Advisors Portfolio holdings

AUM $558M
1-Year Est. Return 7.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.7M
3
+$2.53M
4
LSCC icon
Lattice Semiconductor
LSCC
+$2.13M
5
GLPI icon
Gaming and Leisure Properties
GLPI
+$2.05M

Top Sells

1
+$3.8M
2
+$3.78M
3
+$3.62M
4
ARLP icon
Alliance Resource Partners
ARLP
+$3.54M
5
DHT icon
DHT Holdings
DHT
+$3.41M

Sector Composition

1 Financials 15.26%
2 Real Estate 12.77%
3 Energy 11.72%
4 Technology 5.5%
5 Healthcare 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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