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
101
$750K 0.14%
6,384
102
$726K 0.14%
28,666
-5,100
103
$721K 0.14%
2,315
-5
104
$705K 0.14%
2,760
105
$667K 0.13%
6,101
-1,197
106
$666K 0.13%
3,005
+2
107
$652K 0.12%
3,635
-2,377
108
$642K 0.12%
12,880
+475
109
$629K 0.12%
10,125
-343
110
$598K 0.11%
11,716
111
$597K 0.11%
9,942
-12,905
112
$568K 0.11%
1,573
113
$567K 0.11%
19,275
-100
114
$562K 0.11%
2,808
-500
115
$561K 0.11%
1,335
116
$554K 0.11%
3,750
117
$535K 0.1%
2,082
-108
118
$519K 0.1%
1,400
119
$517K 0.1%
3,374
-70
120
$512K 0.1%
5,467
121
$503K 0.1%
10,083
-248
122
$501K 0.1%
2,188
-11
123
$500K 0.1%
3,445
124
$499K 0.1%
1,928
-41
125
$486K 0.09%
5,500
3 4
5
6 7