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
176
$382K 0.07%
14,086
-56,652
177
$372K 0.07%
4,256
+506
178
$357K 0.07%
15,196
+1,288
179
$354K 0.07%
1,258
+175
180
$346K 0.07%
854
+90
181
$311K 0.06%
5,412
-63,371
182
$302K 0.06%
3,780
183
$301K 0.06%
4,096
-136
184
$273K 0.05%
455
-14
185
$259K 0.05%
+12,572
186
$257K 0.05%
1,586
+20
187
$250K 0.05%
1,338
188
$249K 0.05%
+9,905
189
$241K 0.05%
+1,654
190
$237K 0.05%
+945
191
$236K 0.05%
+486
192
$229K 0.04%
2,413
+8
193
$225K 0.04%
2,374
+21
194
$224K 0.04%
1,739
195
$221K 0.04%
115,810
196
$201K 0.04%
+2,152
197
$196K 0.04%
+13,544
198
$134K 0.03%
+13,531
199
$61K 0.01%
17,329
200
$29.5K 0.01%
3,831
6 7
8
9 10