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
76
$823K 0.27%
14,147
-250
77
$794K 0.26%
79,393
-2,463
78
$787K 0.26%
7,890
-300
79
$742K 0.24%
12,525
80
$733K 0.24%
6,159
-25
81
$725K 0.24%
29,070
-600
82
$721K 0.23%
4,984
-104
83
$704K 0.23%
2,891
+249
84
$649K 0.21%
6,823
+243
85
$644K 0.21%
14,831
-150
86
$632K 0.21%
56,118
+1,800
87
$611K 0.2%
7,877
-68
88
$606K 0.2%
6,095
+879
89
$554K 0.18%
26,405
-4,475
90
$533K 0.17%
4,103
-284
91
$530K 0.17%
13,740
-300
92
$527K 0.17%
2,773
-278
93
$502K 0.16%
4,512
-500
94
$472K 0.15%
5,632
+1
95
$470K 0.15%
4,266
-350
96
$465K 0.15%
9,341
-854
97
$458K 0.15%
2,518
+18
98
$443K 0.14%
10,200
99
$440K 0.14%
3,063
100
$437K 0.14%
8,450
-1,100
2 3
4
5 6