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
$150M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$2.08M
3
+$846K
4
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$729K
5
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$502K

Top Sells

1
+$1.3M
2
+$1.05M
3
+$771K
4
PYPL icon
PayPal
PYPL
+$293K
5
DOCU icon
DocuSign
DOCU
+$207K

Sector Composition

1 Consumer Staples 8.55%
2 Technology 4.88%
3 Consumer Discretionary 2.67%
4 Financials 2.42%
5 Communication Services 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 1.36%
26,166
+1,542
27
$2.02M 1.35%
8,736
+334
28
$1.99M 1.33%
47,436
+2,886
29
$1.95M 1.3%
4,693
+143
30
$1.86M 1.24%
11,719
+389
31
$1.77M 1.18%
36,684
+1,641
32
$1.73M 1.16%
12,299
+406
33
$1.71M 1.14%
10,222
+320
34
$1.69M 1.13%
6,993
+288
35
$1.66M 1.11%
9,960
+520
36
$1.55M 1.04%
14,669
+777
37
$1.46M 0.97%
7,529
+208
38
$1.36M 0.91%
3,775
+112
39
$1.12M 0.75%
19,693
+2,161
40
$1.06M 0.71%
36,220
+3,340
41
$1.04M 0.7%
16,678
+1,045
42
$1.04M 0.69%
4,853
+167
43
$979K 0.65%
11,418
+371
44
$883K 0.59%
17,078
+1,881
45
$869K 0.58%
5,081
+197
46
$868K 0.58%
5,607
-67
47
$854K 0.57%
5,935
+276
48
$701K 0.47%
1,355
+55
49
$680K 0.45%
3,056
+113
50
$602K 0.4%
3,640
+386
1
2
3