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
101
$200K 0.11%
1,920
-2,195
102
$181K 0.1%
6,326
103
$177K 0.1%
12,731
104
$163K 0.09%
755
105
$156K 0.09%
13,233
+29
106
$150K 0.08%
1,621
+1
107
$144K 0.08%
1,740
108
$143K 0.08%
11,060
109
$133K 0.07%
11,123
+110
110
$129K 0.07%
22,685
+11,150
111
$118K 0.07%
3,169
112
$118K 0.07%
10,724
113
$116K 0.06%
100
-14
114
$90.4K 0.05%
+14,627
115
$86.7K 0.05%
+230
116
$86.3K 0.05%
1,745
117
$81K 0.05%
+600
118
$66K 0.04%
400
119
$57.2K 0.03%
+1,075
120
$49.1K 0.03%
1,300
121
$41.8K 0.02%
224
-1,691
122
$40.3K 0.02%
98
123
$38.3K 0.02%
+1,502
124
$34.3K 0.02%
706
125
$34.2K 0.02%
264
2 3 4
5
6