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
$101M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$935K
2
+$876K
3
+$814K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$710K
5
VZ icon
Verizon
VZ
+$547K

Top Sells

1
+$782K
2
+$465K
3
+$458K
4
BTI icon
British American Tobacco
BTI
+$432K
5
V icon
Visa
V
+$331K

Sector Composition

1 Consumer Staples 7.5%
2 Consumer Discretionary 3.63%
3 Technology 2.99%
4 Financials 2.27%
5 Healthcare 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$935K 0.93%
+5,483
27
$674K 0.67%
3,487
-1,712
28
$643K 0.64%
2,565
+856
29
$604K 0.6%
15,123
+7,935
30
$574K 0.57%
11,110
+546
31
$550K 0.55%
4,309
+1,981
32
$547K 0.54%
+9,924
33
$533K 0.53%
5,848
+2,360
34
$529K 0.53%
+4,723
35
$511K 0.51%
9,460
+4,377
36
$469K 0.47%
14,241
-1,092
37
$420K 0.42%
5,176
-9
38
$417K 0.41%
+3,480
39
$385K 0.38%
+2,710
40
$304K 0.3%
2,543
+266
41
$289K 0.29%
+2,592
42
$251K 0.25%
4,571
+460
43
$223K 0.22%
+3,796
44
– –
-10,000
45
– –
-13,000
46
– –
-21,665
47
– –
-11,000
48
– –
-11,642
49
– –
-6,272
50
– –
-2,688
1
2
3