PWW
Pettyjohn Wood & White Portfolio holdings
AUM
$560M
1-Year Return
16.48%
This Quarter Return
+2.14%
1 Year Return
+16.48%
3 Year Return
+57.26%
5 Year Return
+100.18%
10 Year Return
+201.52%
AUM
$270M
AUM Growth
+$521K
(+0.19%)
Cap. Flow
-$4.61M
Cap. Flow
% of AUM
-1.71%
Top 10 Holdings %
Top 10 Hldgs %
27.9%
Holding
141
New
3
Increased
43
Reduced
73
Closed
1
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$623K |
| 2 |
Bank Of The James
BOTJ
|
$512K |
| 3 |
iShares US Healthcare ETF
IYH
|
$359K |
| 4 |
Tanger
SKT
|
$357K |
| 5 |
iShares US Medical Devices ETF
IHI
|
$306K |
Top Sells
| 1 |
AbbVie
ABBV
|
$2.32M |
| 2 |
Invesco QQQ Trust
QQQ
|
$413K |
| 3 |
Honeywell
HON
|
$355K |
| 4 |
Ford
F
|
$317K |
| 5 |
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% |
