Powell Investment Advisors, LLC
CIK Number: 0001802195
214.18M
Market Value
142
# of Holdings
12 months
Avg. Holding Period
70.13%
Win Rate
19.70%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 191.54 | +0.05% | 142.74K | +1.28% | 28.14M | 128.08 | 13.14% | |
| 2 | Ishares Tr | 104.36 | +1.06% | 259.76K | +3.90% | 24.87M | 63.72 | 11.61% | |
| 3 | Ishares Tr | 165.28 | -0.26% | 91.75K | +15.79% | 15.31M | 129.79 | 7.15% | |
| 4 | Ishares Tr | 295.18 | +0.14% | 46.01K | +18.48% | 13.07M | 232.25 | 6.10% | |
| 5 | Ishares Tr | 131.00 | -0.67% | 92.55K | +0.00% | 12.50M | 98.03 | 5.84% |
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