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
$253M
AUM Growth
+$8.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$859K
3
+$814K
4
VZ icon
Verizon
VZ
+$631K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$539K

Top Sells

1
+$733K
2
+$573K
3
+$374K
4
MMM icon
3M
MMM
+$362K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$324K

Sector Composition

1 Industrials 12.58%
2 Healthcare 11.97%
3 Consumer Staples 10.95%
4 Financials 8.91%
5 Communication Services 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.68%
65,400
-800
52
$1.6M 0.63%
14,824
-50
53
$1.54M 0.61%
15,183
-215
54
$1.54M 0.61%
23,763
-1,631
55
$1.52M 0.6%
+41,330
56
$1.51M 0.6%
78,817
-1,000
57
$1.46M 0.58%
20,436
-550
58
$1.43M 0.56%
29,115
-100
59
$1.33M 0.53%
8,755
+115
60
$1.28M 0.51%
41,010
+720
61
$1.28M 0.51%
43,074
-250
62
$1.28M 0.5%
14,889
-41
63
$1.21M 0.48%
28,559
-600
64
$1.19M 0.47%
29,539
-159
65
$1.13M 0.45%
16,432
+440
66
$1.1M 0.43%
33,085
67
$1.08M 0.43%
26,369
+160
68
$1.02M 0.4%
17,940
+2,805
69
$964K 0.38%
11,050
-1,400
70
$922K 0.36%
15,616
-150
71
$906K 0.36%
17,272
-150
72
$888K 0.35%
15,335
+717
73
$861K 0.34%
7,600
-650
74
$859K 0.34%
+8,082
75
$787K 0.31%
19,575
-150
1 2
3
4 5