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
126
$269K 0.09%
4,075
-475
127
$251K 0.08%
5,253
128
$249K 0.08%
4,957
-60
129
$246K 0.08%
2,250
130
$244K 0.08%
1,975
131
$243K 0.08%
1,554
132
$240K 0.08%
1,585
133
$237K 0.08%
2,800
134
$236K 0.08%
3,280
135
$236K 0.08%
4,849
-534
136
$228K 0.07%
3,329
-525
137
$227K 0.07%
5,338
-20
138
$226K 0.07%
2,300
-295
139
$214K 0.07%
+1,220
140
$212K 0.07%
+3,086
141
$202K 0.07%
+4,195
142
$201K 0.07%
8,190
-550
2 3 4 5
6