PWW

Pettyjohn Wood & White Portfolio holdings

AUM $606M
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$522M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.89M
3
+$857K
4
UBER icon
Uber
UBER
+$754K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$308K

Top Sells

1
+$2.3M
2
+$1.64M
3
+$1.45M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.05M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.05M

Sector Composition

1 Technology 16.08%
2 Financials 12.28%
3 Consumer Staples 8.68%
4 Healthcare 8.23%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$486K 0.09%
10,392
127
$478K 0.09%
1,069
-422
128
$455K 0.09%
7,560
-125
129
$454K 0.09%
7,601
-125
130
$454K 0.09%
6,167
-175
131
$446K 0.09%
4,058
-1,134
132
$444K 0.09%
2,360
133
$441K 0.08%
4,570
134
$431K 0.08%
1,603
-1,600
135
$430K 0.08%
6,250
136
$427K 0.08%
859
+63
137
$407K 0.08%
8,090
+100
138
$397K 0.08%
3,741
+344
139
$396K 0.08%
4,012
+500
140
$396K 0.08%
2,050
+65
141
$395K 0.08%
2,120
142
$385K 0.07%
2,090
+10
143
$375K 0.07%
1,114
144
$367K 0.07%
1,187
145
$351K 0.07%
1,065
-500
146
$349K 0.07%
5,144
-4,816
147
$340K 0.07%
1,088
-5
148
$330K 0.06%
2,155
149
$328K 0.06%
2,993
-154
150
$326K 0.06%
3,352
+20
4 5
6
7 8