PIWA
Prevail Innovative Wealth Advisors Portfolio holdings
AUM $375M
AUM
$375M
AUM Growth
+$30M (+9%)
Cap. Flow
+$104M
Cap. Flow % of AUM
27.78%
Top 10 Holdings %Top 10 Hldgs %
23.74%
Holding
199
New
36
Increased
92
Reduced
35
Closed
30
Top Buys
| 1 | $11.9M | |
| 2 | $4.87M | |
| 3 | $4.47M | |
| 4 | $3.94M | |
| 5 | $3.7M |
Top Sells
| 1 | $3.57M | |
| 2 | $3.39M | |
| 3 | $3.13M | |
| 4 | $3.11M | |
| 5 | $2.78M |
Sector Composition
| 1 | Technology | 8.3% |
| 2 | Real Estate | 7.63% |
| 3 | Energy | 7.19% |
| 4 | Industrials | 7.13% |
| 5 | Financials | 5.08% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -83,386 | Closed | – | |||
| $0 | 0% | 0 -232,692 | Closed | – | |||
| $0 | 0% | 0 -5,000 | Closed | – | |||
| $0 | 0% | 0 -16,416 | Closed | – | |||
| $0 | 0% | 0 -93,921 | Closed | – | |||
| $0 | 0% | 0 -60,357 | Closed | – | |||
| $0 | 0% | 0 -22,125 | Closed | – | |||
| $0 | 0% | 0 -63,351 | Closed | – | |||
| $0 | 0% | 0 -27,635 | Closed | – | |||
| $0 | 0% | 0 -530 | Closed | – | |||
| $0 | 0% | 0 -308,778 | Closed | – | |||
| $0 | 0% | 0 -60,513 | Closed | – | |||
| $0 | 0% | 0 -91,264 | Closed | – | |||
| $0 | 0% | 0 -92,433 | Closed | – | |||
| $0 | 0% | 0 -21,551 | Closed | – | |||
| $0 | 0% | 0 -45,984 | Closed | – | |||
| $0 | 0% | 0 -94,107 | Closed | – | |||
| $0 | 0% | 0 -183,460 | Closed | – | |||
| $0 | 0% | 0 -36,148 | Closed | – | |||
| $0 | 0% | 0 -31,362 | Closed | – | |||
| $0 | 0% | 0 -1,018 | Closed | – | |||
| $0 | 0% | 0 -11,792 | Closed | – | |||
| $0 | 0% | 0 -6,479 | Closed | – |
