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
$123M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$391K
2
+$296K
3
+$235K
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$231K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$229K

Top Sells

1
+$338K
2
+$270K
3
+$260K
4
GEN icon
Gen Digital
GEN
+$229K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$50.2K

Sector Composition

1 Consumer Staples 7.53%
2 Consumer Discretionary 2.62%
3 Technology 2.58%
4 Financials 2.19%
5 Healthcare 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.86%
4,708
-1,506
27
$1.01M 0.82%
3,800
+392
28
$979K 0.79%
7,376
+1,161
29
$921K 0.75%
6,539
+818
30
$904K 0.73%
13,394
+2,017
31
$817K 0.66%
6,929
+379
32
$808K 0.66%
5,243
+1,528
33
$759K 0.62%
4,300
+986
34
$648K 0.53%
20,126
-75
35
$591K 0.48%
11,260
-86
36
$537K 0.44%
993
+195
37
$465K 0.38%
5,085
-2,950
38
$391K 0.32%
+2,459
39
$382K 0.31%
12,472
-934
40
$345K 0.28%
6,076
+882
41
$271K 0.22%
1,948
-24
42
$246K 0.2%
4,188
-588
43
– –
-10,999
44
– –
-1,774
1
2