PWW
Pettyjohn Wood & White Portfolio holdings
AUM
$560M
This Quarter Return
+2.34%
1 Year Return
+16.48%
3 Year Return
+57.26%
5 Year Return
+100.18%
10 Year Return
+201.52%
AUM
$329M
AUM Growth
+$329M
(+1.9%)
Cap. Flow
+$404K
Cap. Flow
% of AUM
0.12%
Top 10 Holdings %
Top 10 Hldgs %
29.46%
Holding
151
New
5
Increased
31
Reduced
79
Closed
1
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.54M |
| 2 |
Home Depot
HD
|
$1.41M |
| 3 |
Amazon
AMZN
|
$675K |
| 4 |
Cisco
CSCO
|
$540K |
| 5 |
Bank of America
BAC
|
$487K |
Top Sells
| 1 |
3M
MMM
|
$625K |
| 2 |
Microsoft
MSFT
|
$511K |
| 3 |
International Paper
IP
|
$445K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$407K |
| 5 |
Visa
V
|
$373K |
Sector Composition
| 1 | Financials | 11.77% |
| 2 | Industrials | 10.48% |
| 3 | Technology | 9.7% |
| 4 | Communication Services | 9.34% |
| 5 | Consumer Staples | 9.14% |
