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
$269M
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$5.05M
3
+$4.07M
4
PANW icon
Palo Alto Networks
PANW
+$3.84M
5
AVSC icon
Avantis US Small Cap Equity ETF
AVSC
+$3.64M

Top Sells

1
+$5.26M
2
+$3.94M
3
+$3.93M
4
RC
Ready Capital
RC
+$3.86M
5
VLO icon
Valero Energy
VLO
+$3.47M

Sector Composition

1 Energy 16.97%
2 Financials 8.83%
3 Real Estate 7.45%
4 Technology 5.5%
5 Consumer Staples 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
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