PWW

Pettyjohn Wood & White Portfolio holdings

AUM $560M
1-Year Est. Return 16.48%
This Quarter Est. Return
1 Year Est. Return
+16.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$9.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.19M
3
+$1.01M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$673K
5
AMGN icon
Amgen
AMGN
+$640K

Top Sells

1
+$1.58M
2
+$693K
3
+$686K
4
MCD icon
McDonald's
MCD
+$685K
5
KMB icon
Kimberly-Clark
KMB
+$582K

Sector Composition

1 Industrials 13.17%
2 Healthcare 11.74%
3 Consumer Staples 10.36%
4 Financials 8.61%
5 Communication Services 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.74M 0.71%
29,353
+1,709
52
$1.61M 0.66%
25,394
-2,864
53
$1.57M 0.64%
14,874
+260
54
$1.54M 0.63%
79,817
+2,300
55
$1.51M 0.62%
15,398
+1,536
56
$1.49M 0.61%
29,215
+9,325
57
$1.35M 0.55%
40,290
+1,925
58
$1.34M 0.55%
43,324
+13,688
59
$1.33M 0.54%
20,986
-2,350
60
$1.29M 0.53%
8,640
+4,271
61
$1.21M 0.49%
14,930
+65
62
$1.16M 0.47%
33,085
+800
63
$1.15M 0.47%
29,698
-8
64
$1.14M 0.46%
29,159
-150
65
$1.08M 0.44%
5,248
-800
66
$1.07M 0.44%
26,209
-950
67
$1M 0.41%
15,992
+3,889
68
$990K 0.4%
12,450
+125
69
$985K 0.4%
15,766
-450
70
$952K 0.39%
21,190
-335
71
$944K 0.39%
24,125
+250
72
$924K 0.38%
8,250
73
$904K 0.37%
15,135
+475
74
$897K 0.37%
22,282
-17,037
75
$891K 0.36%
14,618
+1,991
1 2
3
4 5