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
76
$363K 0.2%
4,133
+32
77
$362K 0.2%
3,744
-194
78
$353K 0.2%
+3,587
79
$350K 0.19%
2,257
-42
80
$348K 0.19%
737
81
$343K 0.19%
2,100
+12
82
$332K 0.18%
1,855
83
$320K 0.18%
+15,000
84
$308K 0.17%
892
85
$274K 0.15%
2,387
+1
86
$252K 0.14%
6,491
-82
87
$251K 0.14%
6,585
88
$247K 0.14%
3,268
+13
89
$233K 0.13%
1,427
90
$232K 0.13%
2,112
91
$226K 0.13%
10,616
+10
92
$219K 0.12%
2,693
+22
93
$218K 0.12%
2,183
94
$214K 0.12%
+6,555
95
$213K 0.12%
4,835
+3
96
$213K 0.12%
619
97
$212K 0.12%
+1,239
98
$205K 0.11%
1,860
99
$201K 0.11%
3,472
100
$200K 0.11%
+600
2 3
4
5 6