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
$329M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.41M
3
+$675K
4
CSCO icon
Cisco
CSCO
+$540K
5
BAC icon
Bank of America
BAC
+$487K

Top Sells

1
+$625K
2
+$511K
3
+$445K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$407K
5
V icon
Visa
V
+$373K

Sector Composition

1 Financials 11.77%
2 Industrials 10.48%
3 Technology 9.7%
4 Communication Services 9.34%
5 Consumer Staples 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.93M 0.59%
6,992
+175
52
$1.92M 0.58%
21,560
-1,705
53
$1.65M 0.5%
7,440
-1,035
54
$1.6M 0.49%
11,905
-256
55
$1.59M 0.48%
9,808
+225
56
$1.51M 0.46%
17,400
+7,780
57
$1.44M 0.44%
15,275
-450
58
$1.33M 0.4%
9,685
-4,546
59
$1.32M 0.4%
13,759
-150
60
$1.31M 0.4%
31,325
+700
61
$1.3M 0.4%
4,368
-180
62
$1.23M 0.37%
4,522
63
$1.2M 0.36%
6,708
-25
64
$1.16M 0.35%
5,380
+50
65
$1.14M 0.35%
15,008
+150
66
$1.12M 0.34%
11,780
+25
67
$1.09M 0.33%
21,138
-5,150
68
$1.07M 0.33%
4,479
-5
69
$1.04M 0.32%
7,509
-22
70
$1.01M 0.31%
11,291
-400
71
$974K 0.3%
19,306
-1,770
72
$914K 0.28%
16,608
73
$911K 0.28%
17,680
-275
74
$894K 0.27%
7,463
-100
75
$888K 0.27%
12,909
1 2
3
4 5