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
$270M
AUM Growth
+$521K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$623K
2
+$512K
3
+$359K
4
SKT icon
Tanger
SKT
+$357K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$306K

Top Sells

1
+$2.32M
2
+$413K
3
+$355K
4
F icon
Ford
F
+$317K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$313K

Sector Composition

1 Industrials 13.05%
2 Financials 11.43%
3 Healthcare 9.85%
4 Consumer Staples 9.66%
5 Communication Services 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$357K 0.13%
7,299
-115
102
$355K 0.13%
8,213
-265
103
$351K 0.13%
11,830
+500
104
$349K 0.13%
2,576
+1
105
$340K 0.13%
2,415
+17
106
$340K 0.13%
7,587
-1,802
107
$329K 0.12%
2,587
108
$318K 0.12%
3,712
-300
109
$316K 0.12%
12,795
110
$315K 0.12%
3,413
+163
111
$310K 0.11%
4,850
112
$307K 0.11%
9,070
+164
113
$306K 0.11%
+11,010
114
$304K 0.11%
4,200
115
$299K 0.11%
4,600
-200
116
$289K 0.11%
8,553
-240
117
$282K 0.1%
5,763
118
$265K 0.1%
9,405
119
$262K 0.1%
8,200
-1,250
120
$262K 0.1%
4,387
121
$261K 0.1%
1,610
122
$250K 0.09%
6,444
123
$248K 0.09%
4,961
+37
124
$247K 0.09%
1,736
-52
125
$244K 0.09%
1,100
2 3 4
5
6