PIWA

Prevail Innovative Wealth Advisors Portfolio holdings

AUM $515M
1-Year Est. Return 4.09%
This Quarter Est. Return
1 Year Est. Return
+4.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$375M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$4.87M
3
+$4.47M
4
PHM icon
Pultegroup
PHM
+$3.94M
5
BAC icon
Bank of America
BAC
+$3.7M

Top Sells

1
+$7.54M
2
+$5.15M
3
+$3.77M
4
OKTA icon
Okta
OKTA
+$3.62M
5
LLY icon
Eli Lilly
LLY
+$3.57M

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 Change
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