PIWA
Prevail Innovative Wealth Advisors Portfolio holdings
AUM
$446M
This Quarter Return
-2.3%
1 Year Return
+2.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$283M
AUM Growth
+$283M
(+5.1%)
Cap. Flow
+$13.3M
Cap. Flow
% of AUM
4.72%
Top 10 Holdings %
Top 10 Hldgs %
21.77%
Holding
197
New
39
Increased
77
Reduced
24
Closed
51
Top Buys
| 1 |
lululemon athletica
LULU
|
$4.26M |
| 2 |
Enbridge
ENB
|
$3.37M |
| 3 |
Carnival Corp
CCL
|
$3.25M |
| 4 |
Blackstone Mortgage Trust
BXMT
|
$3.06M |
| 5 |
GXO Logistics
GXO
|
$2.99M |
Top Sells
| 1 |
MPLX
MPLX
|
$4.01M |
| 2 |
Newmont
NEM
|
$3.67M |
| 3 |
Palo Alto Networks
PANW
|
$3.62M |
| 4 |
Alliance Resource Partners
ARLP
|
$3.57M |
| 5 |
iShares Semiconductor ETF
SOXX
|
$3.48M |
Sector Composition
| 1 | Energy | 12.52% |
| 2 | Real Estate | 11.44% |
| 3 | Technology | 8.86% |
| 4 | Consumer Staples | 6.53% |
| 5 | Consumer Discretionary | 5.17% |
