PWW
Pettyjohn Wood & White Portfolio holdings
AUM
$638M
1-Year Est. Return
21.11%
This Fund
S&P 500
1 Year Est. Return
+21.11%
AUM
$348M
AUM Growth
+$18.5M
(+5.6%)
Holding
152
Top Buys
| 1 | +$67.9M | |
| 2 | +$66.3M | |
| 3 | +$43.5M | |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
+$924K |
| 5 |
Truist Financial
TFC
|
+$863K |
Top Sells
| 1 | +$888K | |
| 2 | +$660K | |
| 3 | +$514K | |
| 4 |
Apple
AAPL
|
+$389K |
| 5 |
Microsoft
MSFT
|
+$287K |
Sector Composition
| 1 | Financials | 12.47% |
| 2 | Technology | 10.47% |
| 3 | Industrials | 9.98% |
| 4 | Healthcare | 9.49% |
| 5 | Communication Services | 9.38% |