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
$345M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$5.52M
3
+$4.8M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$4.59M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.21M

Top Sells

1
+$7.84M
2
+$6.09M
3
+$5.84M
4
CCL icon
Carnival Corp
CCL
+$5.27M
5
CELH icon
Celsius Holdings
CELH
+$4.83M

Sector Composition

1 Technology 10.62%
2 Energy 6.34%
3 Real Estate 5.88%
4 Financials 4.2%
5 Healthcare 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.7M 3.67%
522,518
+118,459
2
$9.84M 2.85%
56,180
+20,905
3
$9.41M 2.73%
16,063
+8,193
4
$9.29M 2.69%
115,752
-97,678
5
$9.16M 2.65%
168,432
+20,530
6
$7.54M 2.18%
31,362
+17,528
7
$7.39M 2.14%
+61,221
8
$7.35M 2.13%
130,368
+13,426
9
$6.95M 2.01%
70,557
+29,338
10
$6.3M 1.82%
46,918
+12,560
11
$6.27M 1.82%
163,532
+93,541
12
$6.17M 1.79%
377,416
-5,178
13
$5.96M 1.73%
23,791
+16,345
14
$5.52M 1.6%
+55,705
15
$5.44M 1.58%
94,627
-51,539
16
$5.15M 1.49%
9,723
+4,166
17
$4.63M 1.34%
244,381
+48,355
18
$4.61M 1.34%
210,589
+142,812
19
$4.59M 1.33%
+109,585
20
$4.58M 1.32%
10,855
+1,838
21
$4.19M 1.21%
230,055
+68,122
22
$4.09M 1.18%
19,427
+5,805
23
$4.06M 1.18%
60,635
+18,003
24
$4.01M 1.16%
203,541
+115,146
25
$3.86M 1.12%
+6,600
1
2 3 4 5