PWW
Pettyjohn Wood & White Portfolio holdings
AUM
$560M
This Quarter Return
-6.02%
1 Year Return
+16.48%
3 Year Return
+57.26%
5 Year Return
+100.18%
10 Year Return
+201.52%
AUM
$375M
AUM Growth
+$375M
(-11%)
Cap. Flow
-$10.2M
Cap. Flow
% of AUM
-2.71%
Top 10 Holdings %
Top 10 Hldgs %
32.04%
Holding
169
New
6
Increased
59
Reduced
53
Closed
6
Top Buys
| 1 |
Amazon
AMZN
|
$680K |
| 2 |
Shell
SHEL
|
$550K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$359K |
| 4 |
Broadcom
AVGO
|
$325K |
| 5 |
UnitedHealth
UNH
|
$225K |
Top Sells
Sector Composition
| 1 | Technology | 12.68% |
| 2 | Healthcare | 12.31% |
| 3 | Consumer Staples | 9.78% |
| 4 | Financials | 9.62% |
| 5 | Communication Services | 7.58% |
