PIA

Powell Investment Advisors Portfolio holdings

AUM $267M
1-Year Est. Return 18.39%
This Quarter Est. Return
1 Year Est. Return
+18.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$7.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$515K
2
+$477K
3
+$471K
4
AMZN icon
Amazon
AMZN
+$390K
5
PM icon
Philip Morris
PM
+$353K

Top Sells

1
+$2.03M
2
+$496K
3
+$376K
4
VV icon
Vanguard Large-Cap ETF
VV
+$316K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$282K

Sector Composition

1 Consumer Discretionary 4.81%
2 Financials 4.48%
3 Technology 3.2%
4 Healthcare 1.96%
5 Communication Services 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.57%
5,759
+606
27
$1.03M 0.57%
31,884
+16,026
28
$979K 0.54%
11,450
+54
29
$978K 0.54%
11,974
30
$971K 0.54%
2,969
+23
31
$946K 0.53%
7,257
+3,663
32
$940K 0.52%
24,747
+257
33
$933K 0.52%
3,238
+634
34
$849K 0.47%
26,044
35
$820K 0.46%
16,272
36
$804K 0.45%
63,841
+58
37
$780K 0.43%
17,251
38
$759K 0.42%
10,827
+23
39
$739K 0.41%
3,563
+20
40
$719K 0.4%
9,330
-1,526
41
$701K 0.39%
14,810
+286
42
$700K 0.39%
9,637
43
$699K 0.39%
7,659
-2
44
$691K 0.38%
10,215
-24
45
$691K 0.38%
2,342
+5
46
$668K 0.37%
10,697
+29
47
$664K 0.37%
5,064
-35
48
$638K 0.36%
6,671
49
$634K 0.35%
6,963
50
$615K 0.34%
11,738
-78
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2
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