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
201
-5,500