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
51
$2.77M 0.53%
67,332
-13,750
52
$2.62M 0.5%
29,155
-5,818
53
$2.59M 0.5%
16,567
-1,980
54
$2.55M 0.49%
34,802
-2,152
55
$2.54M 0.49%
25,682
+465
56
$2.44M 0.47%
11,819
+579
57
$2.43M 0.47%
54,797
-6,506
58
$2.35M 0.45%
16,525
-815
59
$2.33M 0.45%
6,646
+248
60
$2.31M 0.44%
21,345
+1,836
61
$2.18M 0.42%
9,224
-30
62
$1.9M 0.36%
9,629
+135
63
$1.85M 0.36%
23,680
+155
64
$1.84M 0.35%
22,493
+842
65
$1.81M 0.35%
81,951
66
$1.8M 0.34%
20,021
-205
67
$1.74M 0.33%
3,991
-122
68
$1.72M 0.33%
14,087
-2,214
69
$1.71M 0.33%
5,477
-220
70
$1.7M 0.33%
23,703
-2,875
71
$1.63M 0.31%
1,978
72
$1.63M 0.31%
4,670
+178
73
$1.62M 0.31%
6,517
-985
74
$1.56M 0.3%
7,811
-90
75
$1.54M 0.3%
21,140
+10,355
1 2
3
4 5