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
$172M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.87M
3
+$1.35M
4
XOM icon
Exxon Mobil
XOM
+$1.11M
5
AMZN icon
Amazon
AMZN
+$1.08M

Top Sells

1
+$4.2M
2
+$1.5M
3
+$709K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$647K
5
NAD icon
Nuveen Quality Municipal Income Fund
NAD
+$558K

Sector Composition

1 Consumer Discretionary 4.53%
2 Financials 4.32%
3 Technology 2.8%
4 Healthcare 2.27%
5 Energy 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9.31K 0.01%
+325
127
$5.25K ﹤0.01%
40
128
$4.01K ﹤0.01%
+202
129
$1.95K ﹤0.01%
+33
130
– –
-1,766
131
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-193
132
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-1,921
133
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0
134
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0
135
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-14,547
136
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137
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0
138
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0
139
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-50,504
140
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-6,649
141
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142
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0
143
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144
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145
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-30,000
146
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-48,000
147
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-26,000
2 3 4 5
6