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
$188M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$2.33M
3
+$1.28M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.09M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$1.06M

Top Sells

1
+$268K
2
+$77.5K
3
+$19K
4
DFAW icon
Dimensional World Equity ETF
DFAW
+$4.43K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$664K 0.35%
1,382
+10
27
$402K 0.21%
+7,581
28
$351K 0.19%
5,469
29
$277K 0.15%
4,861
30
$250K 0.13%
4,631
31
$213K 0.11%
3,606
-75
1
2