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
76
$1.49M 0.29%
9,382
-10,363
77
$1.36M 0.26%
6,600
-650
78
$1.36M 0.26%
58,108
-800
79
$1.36M 0.26%
44,300
-1,225
80
$1.34M 0.26%
39,131
+1,380
81
$1.34M 0.26%
6,138
-79
82
$1.3M 0.25%
7,602
-1,190
83
$1.25M 0.24%
10,351
-825
84
$1.22M 0.23%
9,064
85
$1.18M 0.23%
21,087
-7,845
86
$1.02M 0.2%
12,952
+250
87
$955K 0.18%
1,790
88
$948K 0.18%
14,948
-230
89
$925K 0.18%
3,966
+20
90
$912K 0.17%
32,249
-7,112
91
$899K 0.17%
9,319
+800
92
$857K 0.16%
+1,368
93
$853K 0.16%
10,803
+50
94
$850K 0.16%
2,950
95
$843K 0.16%
7,580
-2
96
$839K 0.16%
5,745
+300
97
$804K 0.15%
850
98
$766K 0.15%
5,847
+75
99
$759K 0.15%
10,575
-576
100
$754K 0.14%
4,410
+510
2 3
4
5 6