PWIA

Porter White Investment Advisors Portfolio holdings

AUM $244M
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.93M
3
+$1.62M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$832K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$813K

Top Sells

1
+$309K
2
+$276K
3
+$115K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$73.6K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$4.8K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$220K 0.17%
4,577
1
2