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
$129M
AUM Growth
+$955K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$391K
3
+$312K
4
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$272K
5
PFFR icon
InfraCap REIT Preferred ETF
PFFR
+$187K

Top Sells

1
+$2.48M
2
+$254K
3
+$244K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$231K
5
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$223K

Sector Composition

1 Consumer Staples 8.5%
2 Technology 4.39%
3 Financials 2.96%
4 Consumer Discretionary 2.63%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 1.37%
12,488
+243
27
$1.74M 1.35%
44,550
-359
28
$1.63M 1.26%
35,043
+612
29
$1.55M 1.2%
9,440
-20
30
$1.54M 1.19%
31,090
-3,081
31
$1.49M 1.16%
4,550
+23
32
$1.49M 1.15%
6,705
-100
33
$1.48M 1.15%
9,902
+34
34
$1.41M 1.09%
11,893
+119
35
$1.36M 1.05%
13,892
+579
36
$1.27M 0.99%
3,663
+69
37
$1.24M 0.96%
7,321
-1
38
$1.05M 0.82%
17,559
-138
39
$995K 0.77%
17,532
-413
40
$977K 0.76%
15,633
-657
41
$960K 0.74%
5,674
-294
42
$853K 0.66%
4,686
-47
43
$793K 0.61%
11,047
-782
44
$789K 0.61%
4,884
-44
45
$784K 0.61%
15,197
+810
46
$681K 0.53%
32,880
+1,080
47
$644K 0.5%
2,943
+239
48
$625K 0.48%
1,300
+63
49
$582K 0.45%
5,659
+381
50
$559K 0.43%
3,254
+375
1
2
3