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
$161M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$316K 0.2%
5,469
27
$252K 0.16%
4,861
28
$238K 0.15%
4,631
+54
29
$202K 0.13%
+3,681