PWW
Pettyjohn Wood & White Portfolio holdings
AUM
$560M
This Quarter Return
+4.74%
1 Year Return
+16.48%
3 Year Return
+57.26%
5 Year Return
+100.18%
10 Year Return
+201.52%
AUM
$242M
AUM Growth
+$242M
(+4.5%)
Cap. Flow
+$718K
Cap. Flow
% of AUM
0.3%
Top 10 Holdings %
Top 10 Hldgs %
30.28%
Holding
125
New
3
Increased
31
Reduced
54
Closed
5
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$797K |
| 2 |
iShares Core High Dividend ETF
HDV
|
$638K |
| 3 |
Alphabet (Google) Class C
GOOG
|
$490K |
| 4 |
Verizon
VZ
|
$465K |
| 5 |
FedEx
FDX
|
$405K |
Top Sells
| 1 |
Wolfspeed
WOLF
|
$440K |
| 2 |
iShares US Industrials ETF
IYJ
|
$302K |
| 3 |
3M
MMM
|
$270K |
| 4 |
EOG Resources
EOG
|
$258K |
| 5 |
Cisco
CSCO
|
$239K |
Sector Composition
| 1 | Industrials | 14.34% |
| 2 | Healthcare | 11.54% |
| 3 | Consumer Staples | 9.9% |
| 4 | Energy | 8.71% |
| 5 | Technology | 8.09% |
