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
$181M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$964K
2
+$402K
3
+$338K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$295K
5
SNOW icon
Snowflake
SNOW
+$260K

Top Sells

1
+$1.23M
2
+$1.18M
3
+$938K
4
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$871K
5
T icon
AT&T
T
+$425K

Sector Composition

1 Consumer Discretionary 5.96%
2 Technology 5.91%
3 Financials 5.45%
4 Healthcare 1.99%
5 Energy 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$344K 0.19%
1,704
77
$342K 0.19%
3,587
78
$334K 0.18%
737
79
$294K 0.16%
4,775
80
$292K 0.16%
3,270
81
$286K 0.16%
7,982
+39
82
$283K 0.16%
1,190
83
$278K 0.15%
445
84
$277K 0.15%
2,329
-61
85
$272K 0.15%
385
86
$265K 0.15%
1,880
87
$260K 0.14%
+1,308
88
$260K 0.14%
2,791
89
$258K 0.14%
3,330
+26
90
$257K 0.14%
+3,083
91
$256K 0.14%
1,427
92
$254K 0.14%
4,307
+32
93
$253K 0.14%
3,220
94
$249K 0.14%
+2,048
95
$245K 0.14%
6,039
96
$240K 0.13%
+3,097
97
$239K 0.13%
+5,955
98
$239K 0.13%
+4,754
99
$237K 0.13%
6,585
100
$237K 0.13%
+1,750
2 3
4
5 6