PWM

Peterson Wealth Management Portfolio holdings

AUM $169M
1-Year Est. Return 20.98%
This Quarter Est. Return
1 Year Est. Return
+20.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$9.31M
2
+$8.73M
3
+$7.97M
4
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$7.47M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$7.3M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 6.62%
2 Financials 4.35%
3 Consumer Discretionary 2.19%
4 Real Estate 1.88%
5 Technology 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 1.04%
+5,851
27
$582K 0.53%
+6,126
28
$571K 0.52%
+12,624
29
$539K 0.49%
+10,532
30
$489K 0.44%
+6,735
31
$417K 0.38%
+5,089
32
$399K 0.36%
+18,595
33
$378K 0.34%
+1,698
34
$354K 0.32%
+12,304
35
$266K 0.24%
+2,132
36
$258K 0.23%
+1,778
37
$257K 0.23%
+8,876
38
$253K 0.23%
+4,516
39
$237K 0.22%
+4,000
40
$228K 0.21%
+5,000
41
$218K 0.2%
+5,631
42
$203K 0.18%
+21,665
43
$155K 0.14%
+10,762
44
$101K 0.09%
+2,621
45
$63K 0.06%
+11,000
46
$24K 0.02%
+10,000
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