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
151
$888K 0.17%
20,748
-850
152
$881K 0.17%
11,027
+3,849
153
$854K 0.17%
1,699
154
$799K 0.16%
72,606
+59,259
155
$772K 0.15%
+28,886
156
$763K 0.15%
+33,325
157
$741K 0.14%
15,024
+5,991
158
$718K 0.14%
3,619
+934
159
$717K 0.14%
+81,865
160
$649K 0.13%
19,411
161
$597K 0.12%
+9,186
162
$575K 0.11%
+52,055
163
$567K 0.11%
1,661
+50
164
$555K 0.11%
+37,293
165
$530K 0.1%
666
+62
166
$489K 0.09%
+21,242
167
$462K 0.09%
+42,553
168
$447K 0.09%
4,334
+650
169
$432K 0.08%
1,316
+552
170
$412K 0.08%
+14,986
171
$404K 0.08%
909
+60
172
$396K 0.08%
+9,582
173
$395K 0.08%
+15,828
174
$388K 0.08%
4,134
-4,865
175
$384K 0.07%
+15,494
5 6
7
8 9