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
$245M
AUM Growth
+$9.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1 +$1.24M
2 +$1.19M
3 +$1.01M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$673K
5
AMGN icon
Amgen
AMGN
+$640K

Top Sells

1 +$1.58M
2 +$693K
3 +$686K
4
MCD icon
McDonald's
MCD
+$685K
5
KMB icon
Kimberly-Clark
KMB
+$582K

Sector Composition

1 Industrials 13.17%
2 Healthcare 11.74%
3 Consumer Staples 10.36%
4 Financials 8.61%
5 Communication Services 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$205K 0.08%
+6,094
127
$205K 0.08%
+5,628
128
$203K 0.08%
+6,444
129
-2,280
130
-4,000
131
-5,050
132
-16,800
133
-18,210
134
-9,368
135
-15,500
136
-1,900
137
-11,500