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
151
$323K 0.06%
2,198
-500
152
$307K 0.06%
5,029
-1,435
153
$305K 0.06%
4,308
154
$299K 0.06%
2,500
155
$298K 0.06%
905
-375
156
$297K 0.06%
5,650
-300
157
$296K 0.06%
4,881
+7
158
$284K 0.05%
555
-105
159
$273K 0.05%
1,100
160
$272K 0.05%
1,125
-25
161
$267K 0.05%
2,740
-10
162
$265K 0.05%
1,200
163
$258K 0.05%
4,190
-100
164
$257K 0.05%
4,052
165
$255K 0.05%
486
-451
166
$254K 0.05%
982
167
$250K 0.05%
8,025
-600
168
$247K 0.05%
1,224
169
$234K 0.04%
1,005
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170
$233K 0.04%
2,214
-449
171
$230K 0.04%
8,077
-4,339
172
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1,333
+31
173
$230K 0.04%
1,863
-226
174
$230K 0.04%
1,280
175
$230K 0.04%
680
-2,200
5 6
7
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