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
101
$434K 0.14%
9,269
+708
102
$434K 0.14%
16,458
-3,470
103
$424K 0.14%
5,402
+980
104
$398K 0.13%
7,968
+456
105
$391K 0.13%
6,660
+120
106
$383K 0.12%
2,506
-68
107
$367K 0.12%
2,398
108
$357K 0.12%
10,392
109
$347K 0.11%
5,917
-300
110
$344K 0.11%
3,201
-283
111
$341K 0.11%
5,801
+5
112
$341K 0.11%
13,370
-235
113
$339K 0.11%
4,824
114
$338K 0.11%
19,316
+560
115
$337K 0.11%
3,996
+321
116
$334K 0.11%
3,055
+275
117
$334K 0.11%
3,976
+302
118
$315K 0.1%
6,294
119
$314K 0.1%
3,650
120
$308K 0.1%
6,219
+125
121
$290K 0.09%
3,905
-2,810
122
$288K 0.09%
5,628
123
$285K 0.09%
1,775
-5
124
$279K 0.09%
8,632
125
$275K 0.09%
4,236
+75
2 3 4
5
6