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
$409M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1 +$646K
2 +$639K
3 +$230K
4
ACGL icon
Arch Capital
ACGL
+$215K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$207K

Top Sells

1 +$919K
2 +$461K
3 +$432K
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$335K
5
CSCO icon
Cisco
CSCO
+$296K

Sector Composition

1 Technology 14.41%
2 Healthcare 11.18%
3 Consumer Staples 10.39%
4 Financials 9.33%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$268K 0.07%
6,939
152
$267K 0.07%
566
+91
153
$263K 0.06%
2,750
154
$263K 0.06%
2,285
+40
155
$261K 0.06%
1,780
+160
156
$249K 0.06%
1,339
157
$249K 0.06%
4,655
+13
158
$248K 0.06%
4,910
159
$243K 0.06%
1,187
160
$239K 0.06%
3,262
-1
161
$230K 0.06%
+3,150
162
$229K 0.06%
1,775
-45
163
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775
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164
$221K 0.05%
965
165
$220K 0.05%
3,640
166
$215K 0.05%
+3,175
167
$214K 0.05%
5,990
-10
168
$211K 0.05%
2,350
169
$210K 0.05%
2,114
+136
170
$207K 0.05%
+5,539
171
$205K 0.05%
+1,415
172
$204K 0.05%
+4,455
173
-1,675
174
-8,203