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
51
$600K 0.33%
8,653
52
$594K 0.33%
5,834
-656
53
$591K 0.33%
7,117
+20
54
$586K 0.33%
15,171
+35
55
$581K 0.32%
14,249
+2
56
$570K 0.32%
29,617
-155
57
$568K 0.32%
10,857
58
$530K 0.29%
755
59
$497K 0.28%
1,777
60
$491K 0.27%
734
-6
61
$485K 0.27%
5,521
-56
62
$471K 0.26%
+10,750
63
$466K 0.26%
4,667
+22
64
$465K 0.26%
8,996
+40
65
$464K 0.26%
1,309
66
$462K 0.26%
9,240
+2,020
67
$451K 0.25%
5,552
68
$443K 0.25%
9,449
+53
69
$434K 0.24%
4,180
70
$423K 0.24%
3,950
-96
71
$423K 0.24%
10,721
72
$411K 0.23%
2,109
73
$393K 0.22%
2,359
74
$378K 0.21%
7,561
75
$364K 0.2%
10,537
+49
1 2
3
4 5