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
$113M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$1.76M
3
+$1.74M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.2M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$1M

Top Sells

1
+$1.69M
2
+$1.29M
3
+$674K
4
WM icon
Waste Management
WM
+$647K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$532K

Sector Composition

1 Consumer Staples 7.37%
2 Consumer Discretionary 2.74%
3 Technology 2.67%
4 Financials 2.21%
5 Healthcare 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.89%
12,479
-3,106
27
$947K 0.84%
3,408
+843
28
$741K 0.66%
6,550
-5,722
29
$735K 0.65%
+8,035
30
$720K 0.64%
6,215
+367
31
$676K 0.6%
11,377
+1,917
32
$637K 0.56%
5,721
+998
33
$611K 0.54%
+20,201
34
$589K 0.52%
11,346
+236
35
$522K 0.46%
3,314
-166
36
$443K 0.39%
3,715
+1,123
37
$410K 0.36%
13,406
-55,403
38
$399K 0.35%
+798
39
$289K 0.26%
5,194
+623
40
$284K 0.25%
4,776
-5,148
41
$274K 0.24%
1,972
-571
42
$260K 0.23%
1,774
-936
43
$229K 0.2%
+10,999
44
– –
-3,487
45
– –
-14,241
46
– –
-5,176
47
– –
-3,796
1
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