PIWA

Prevail Innovative Wealth Advisors Portfolio holdings

AUM $446M
1-Year Est. Return 2.03%
This Quarter Est. Return
1 Year Est. Return
+2.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$3.78M
3
+$3.62M
4
DHT icon
DHT Holdings
DHT
+$3.41M
5
MPLX icon
MPLX
MPLX
+$3.37M

Top Sells

1
+$14.6M
2
+$7.3M
3
+$5.03M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$4.95M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$4.76M

Sector Composition

1 Financials 14.47%
2 Real Estate 12.68%
3 Energy 12.66%
4 Consumer Discretionary 6.6%
5 Technology 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.5M 5.43%
195,509
+10,333
2
$9.48M 4.92%
188,454
+178,553
3
$5.5M 2.86%
330,673
+64,942
4
$4.16M 2.16%
243,976
+5,872
5
$4.04M 2.1%
399,810
-15,770
6
$4.01M 2.08%
127,570
-19,679
7
$3.95M 2.05%
397,173
+328,896
8
$3.8M 1.97%
89,934
+5,951
9
$3.78M 1.96%
+41,189
10
$3.62M 1.88%
+279,515
11
$3.54M 1.84%
157,284
-2,511
12
$3.47M 1.8%
24,513
+7,801
13
$3.41M 1.77%
+330,889
14
$3.37M 1.75%
+94,664
15
$3.32M 1.72%
+66,524
16
$3.15M 1.64%
+102,689
17
$2.95M 1.53%
350,603
-4,265
18
$2.91M 1.51%
+69,197
19
$2.86M 1.49%
9,067
+7,360
20
$2.81M 1.46%
+230,277
21
$2.71M 1.41%
11,800
+3,435
22
$2.65M 1.38%
+117,977
23
$2.52M 1.31%
16,257
+5,288
24
$2.5M 1.3%
+280,225
25
$2.49M 1.29%
103,628
+19,000
1
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