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
1
$17.7M 3.44%
737,366
+68,129
2
$15.1M 2.93%
362,529
+37,999
3
$11.4M 2.22%
489,561
+180,848
4
$8.92M 1.73%
79,090
+10,047
5
$7.83M 1.52%
31,669
-1,054
6
$7.82M 1.52%
106,767
+2,857
7
$7.67M 1.49%
73,044
+9,852
8
$7.62M 1.48%
108,461
+74,526
9
$7.25M 1.41%
111,526
+104,284
10
$7.17M 1.39%
10,759
+774
11
$7M 1.36%
61,092
+3,960
12
$6.89M 1.34%
120,581
+7,424
13
$6.85M 1.33%
+76,616
14
$6.8M 1.32%
+129,994
15
$6.44M 1.25%
34,505
-37,545
16
$6.08M 1.18%
7,974
+7,693
17
$6.06M 1.18%
19,207
+17,754
18
$5.95M 1.16%
+15,200
19
$5.87M 1.14%
360,108
+103,648
20
$5.83M 1.13%
11,260
-1,916
21
$5.57M 1.08%
25,346
+952
22
$5.48M 1.06%
+8,917
23
$5.45M 1.06%
+9,582
24
$5.39M 1.05%
137,386
+16,980
25
$5.15M 1%
36,300
-2,587
1
2 3 4 5