PWW
Pettyjohn Wood & White Portfolio holdings
AUM
$560M
1-Year Return
16.48%
This Quarter Return
-0.13%
1 Year Return
+16.48%
3 Year Return
+57.26%
5 Year Return
+100.18%
10 Year Return
+201.52%
AUM
$159M
AUM Growth
–
Cap. Flow
+$159M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.1%
Holding
97
New
97
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$9.67M |
| 2 |
Procter & Gamble
PG
|
$6.17M |
| 3 |
IBM
IBM
|
$5.34M |
| 4 |
Verizon
VZ
|
$5.21M |
| 5 |
RTX Corp
RTX
|
$4.78M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 13.29% |
| 2 | Energy | 10.54% |
| 3 | Consumer Staples | 10.13% |
| 4 | Healthcare | 9.02% |
| 5 | Technology | 8.27% |
