PIA

Powell Investment Advisors Portfolio holdings

AUM $286M
1-Year Est. Return 20.84%
This Quarter Est. Return
1 Year Est. Return
+20.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.03M
3
+$363K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$330K
5
T icon
AT&T
T
+$323K

Top Sells

1
+$576K
2
+$420K
3
+$365K
4
XYZ
Block Inc
XYZ
+$262K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$251K

Sector Composition

1 Consumer Discretionary 6.36%
2 Technology 5.84%
3 Financials 5.74%
4 Healthcare 1.61%
5 Communication Services 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$594K 0.31%
6,773
+65
52
$594K 0.31%
5,552
53
$553K 0.29%
702
54
$537K 0.28%
8,469
+450
55
$530K 0.27%
4,438
56
$527K 0.27%
10,321
-4,676
57
$519K 0.27%
7,330
-2,000
58
$516K 0.27%
10,857
59
$504K 0.26%
4,046
+96
60
$501K 0.26%
4,864
-250
61
$497K 0.26%
2,359
62
$487K 0.25%
7,097
63
$485K 0.25%
2,109
64
$469K 0.24%
2,555
+675
65
$469K 0.24%
11,002
+59
66
$438K 0.23%
34,909
+52
67
$431K 0.22%
6,039
68
$430K 0.22%
7,345
+17
69
$421K 0.22%
4,335
+36
70
$406K 0.21%
1,595
-182
71
$403K 0.21%
3,776
-670
72
$379K 0.2%
13,531
73
$373K 0.19%
1,704
74
$368K 0.19%
3,587
75
$362K 0.19%
3,390
+170
1 2
3
4 5