PWW
Pettyjohn Wood & White Portfolio holdings
AUM
$560M
1-Year Return
16.48%
This Quarter Return
+0.02%
1 Year Return
+16.48%
3 Year Return
+57.26%
5 Year Return
+100.18%
10 Year Return
+201.52%
AUM
$522M
AUM Growth
-$23.9M
(-4.4%)
Cap. Flow
-$18.7M
Cap. Flow
% of AUM
-3.58%
Top 10 Holdings %
Top 10 Hldgs %
34.19%
Holding
201
New
6
Increased
42
Reduced
101
Closed
13
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$3.19M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$2.89M |
| 3 |
United Rentals
URI
|
+$857K |
| 4 |
Uber
UBER
|
+$754K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$308K |
Top Sells
| 1 |
Exxon Mobil
XOM
|
+$2.3M |
| 2 |
Philip Morris
PM
|
+$1.64M |
| 3 |
Microsoft
MSFT
|
+$1.45M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.05M |
| 5 |
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% |
