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
$231M
AUM Growth
+$2.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$1.03M
2 +$985K
3 +$984K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$748K
5
IYW icon
iShares US Technology ETF
IYW
+$608K

Sector Composition

1 Industrials 14.18%
2 Healthcare 11.21%
3 Consumer Staples 9.84%
4 Energy 9.69%
5 Technology 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,610