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
$128M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$3.52M
3
+$2.48M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.78M
5
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$1.63M

Top Sells

1
+$3.42M
2
+$2.9M
3
+$2.58M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.33M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$2.19M

Sector Composition

1 Consumer Staples 8.41%
2 Technology 4.16%
3 Financials 2.96%
4 Consumer Discretionary 2.65%
5 Industrials 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 1.31%
12,245
-2,798
27
$1.63M 1.27%
+36,932
28
$1.63M 1.27%
9,460
-1,840
29
$1.62M 1.26%
34,431
-4,662
30
$1.52M 1.18%
6,805
+2,065
31
$1.48M 1.16%
+37,683
32
$1.44M 1.13%
4,527
+44
33
$1.38M 1.08%
9,868
+2,512
34
$1.36M 1.07%
11,774
-2,054
35
$1.36M 1.06%
+13,313
36
$1.31M 1.02%
3,594
-1,019
37
$1.27M 1%
+7,322
38
$1.06M 0.83%
17,697
-48,325
39
$1.05M 0.82%
5,968
+4,483
40
$1.04M 0.81%
16,290
+9,890
41
$1.03M 0.8%
17,945
+7,259
42
$984K 0.77%
+4,733
43
$866K 0.68%
+11,829
44
$812K 0.63%
4,928
+1,359
45
$750K 0.59%
14,387
+552
46
$636K 0.5%
31,800
+7,560
47
$620K 0.48%
+2,704
48
$607K 0.47%
+1,237
49
$496K 0.39%
+5,278
50
$494K 0.39%
2,879
-1,168
1
2
3