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
$307M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$621K
3
+$515K
4
MSFT icon
Microsoft
MSFT
+$446K
5
MDT icon
Medtronic
MDT
+$425K

Top Sells

1
+$946K
2
+$718K
3
+$499K
4
IP icon
International Paper
IP
+$404K
5
AMT icon
American Tower
AMT
+$376K

Sector Composition

1 Industrials 11.69%
2 Financials 11.42%
3 Technology 9.36%
4 Communication Services 9.15%
5 Healthcare 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.56%
13,900
-4,025
52
$1.71M 0.56%
24,535
+2,125
53
$1.71M 0.56%
10,228
+544
54
$1.67M 0.54%
8,475
-1,906
55
$1.47M 0.48%
15,725
-400
56
$1.42M 0.46%
5,317
+80
57
$1.41M 0.46%
11,806
+100
58
$1.39M 0.45%
26,788
+800
59
$1.29M 0.42%
4,548
60
$1.25M 0.41%
14,158
+1,258
61
$1.23M 0.4%
13,647
+299
62
$1.22M 0.4%
28,528
+3,700
63
$1.17M 0.38%
4,515
+1,500
64
$1.16M 0.38%
6,111
-3,783
65
$1.14M 0.37%
6,833
-32
66
$1.12M 0.36%
23,104
-1,973
67
$1.05M 0.34%
11,691
+258
68
$1M 0.33%
22,906
-9,213
69
$968K 0.32%
18,820
-135
70
$960K 0.31%
7,113
-669
71
$945K 0.31%
11,250
+2,840
72
$884K 0.29%
16,458
+774
73
$878K 0.29%
15,286
+1,445
74
$858K 0.28%
7,683
-400
75
$849K 0.28%
9,540
+1,300
1 2
3
4 5