PIA
Powell Investment Advisors Portfolio holdings
AUM
$286M
1-Year Est. Return
20.84%
1 Year Est. Return
+20.84%
AUM
$286M
AUM Growth
+$19.5M
(+7.3%)
Holding
179
Top Buys
| 1 | +$594K | |
| 2 | +$537K | |
| 3 | +$535K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$380K |
| 5 |
Corning
GLW
|
+$365K |
Top Sells
| 1 | +$2.94M | |
| 2 | +$1.02M | |
| 3 | +$901K | |
| 4 |
iShares Russell 2000 Growth ETF
IWO
|
+$395K |
| 5 |
Amazon
AMZN
|
+$318K |
Sector Composition
| 1 | Technology | 7.29% |
| 2 | Consumer Discretionary | 7.13% |
| 3 | Financials | 6.77% |
| 4 | Energy | 1.49% |
| 5 | Utilities | 1.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Atlassian
TEAM
$39.9B
| – | – |
-1,190
|
|
||
177
Beyond Air
XAIR
$9.53M
| – | – |
-701
|
|
||
178
Technology Select Sector SPDR Fund
XLK
$93.6B
| – | – |
-50
|
|
||
|
GSRT
179
DELISTED
GSR III Acquisition Corp
GSRT
| – | – |
-10,220
|
|