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
151
$801K 0.18%
25,796
+5,522
152
$746K 0.17%
+21,571
153
$741K 0.17%
+10,746
154
$737K 0.17%
+16,283
155
$734K 0.16%
+7,438
156
$705K 0.16%
+11,085
157
$670K 0.15%
4,389
-151
158
$617K 0.14%
19,411
159
$591K 0.13%
+13,489
160
$589K 0.13%
2,685
-771
161
$572K 0.13%
1,611
+600
162
$571K 0.13%
7,178
-2,957
163
$566K 0.13%
11,434
-3,545
164
$551K 0.12%
+25,382
165
$551K 0.12%
+10,630
166
$537K 0.12%
+13,146
167
$522K 0.12%
+11,888
168
$453K 0.1%
7,242
169
$444K 0.1%
+9,033
170
$428K 0.1%
604
-4,564
171
$421K 0.09%
1,453
+187
172
$360K 0.08%
3,684
-163
173
$323K 0.07%
+13,908
174
$313K 0.07%
+3,750
175
$300K 0.07%
1,739
5 6
7
8 9