PWIA

Porter White Investment Advisors Portfolio holdings

AUM $233M
1-Year Est. Return 10.42%
This Quarter Est. Return
1 Year Est. Return
+10.42%
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 Sells

1 +$301K
2 +$265K
3 +$110K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$70.7K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$4.7K

Sector Composition

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