PWW

Pettyjohn Wood & White Portfolio holdings

AUM $606M
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$522M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.89M
3
+$857K
4
UBER icon
Uber
UBER
+$754K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$308K

Top Sells

1
+$2.3M
2
+$1.64M
3
+$1.45M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.05M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.05M

Sector Composition

1 Technology 16.08%
2 Financials 12.28%
3 Consumer Staples 8.68%
4 Healthcare 8.23%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.09M 1.17%
134,220
-14,231
27
$5.83M 1.12%
23,917
+61
28
$5.27M 1.01%
9,152
-592
29
$4.92M 0.94%
47,060
+702
30
$4.89M 0.94%
49,539
-1,052
31
$4.79M 0.92%
35,272
-5
32
$4.61M 0.88%
75,710
-1,525
33
$4.58M 0.88%
32,625
-832
34
$4.46M 0.85%
25,737
+922
35
$4.4M 0.84%
31,473
+941
36
$4.34M 0.83%
64,128
-8,864
37
$3.94M 0.76%
34,955
-1,565
38
$3.93M 0.75%
42,039
-10
39
$3.8M 0.73%
257,046
-4,886
40
$3.75M 0.72%
12,258
+81
41
$3.34M 0.64%
8,700
+375
42
$3.27M 0.63%
33,338
+129
43
$3.24M 0.62%
11,783
+10,533
44
$3.19M 0.61%
+4
45
$3.11M 0.6%
38,079
46
$3.04M 0.58%
18,168
+1,238
47
$3.03M 0.58%
17,568
+105
48
$2.96M 0.57%
32,145
-851
49
$2.94M 0.56%
79,680
-21,045
50
$2.88M 0.55%
5,128
-35
1
2
3 4 5