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
$422M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Sells

1 +$558K
2 +$523K
3 +$488K
4
PFE icon
Pfizer
PFE
+$354K
5
MSFT icon
Microsoft
MSFT
+$336K

Sector Composition

1 Financials 11.41%
2 Technology 11.31%
3 Healthcare 9.38%
4 Communication Services 9.16%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$215K 0.05%
2,831
-100
152
$209K 0.05%
2,800
153
$208K 0.05%
+1,880
154
$205K 0.05%
+3,700
155
$204K 0.05%
+1,750
156
$202K 0.05%
+3,263
157
-8,267