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
$149M
AUM Growth
-$683K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$4.89M
3
+$4.21M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.77M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.35M

Top Sells

1
+$2.57M
2
+$2.44M
3
+$2.2M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.73M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.62M

Sector Composition

1 Consumer Staples 6.73%
2 Technology 4%
3 Healthcare 2.49%
4 Financials 2.33%
5 Consumer Discretionary 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 1.21%
7,937
+944
27
$1.71M 1.14%
+44,512
28
$1.62M 1.09%
23,610
-2,556
29
$1.59M 1.07%
9,760
-200
30
$1.44M 0.97%
14,004
-665
31
$1.41M 0.94%
+59,057
32
$1.38M 0.92%
8,683
-1,539
33
$1.37M 0.92%
+7,271
34
$1.33M 0.89%
4,322
-3,560
35
$1.28M 0.86%
25,698
-10,986
36
$1.24M 0.83%
45,470
+9,250
37
$1.2M 0.8%
5,650
-3,086
38
$1.19M 0.8%
+4,164
39
$1.14M 0.76%
9,625
-2,674
40
$1.09M 0.73%
3,065
-710
41
$1.04M 0.7%
9,506
+3,571
42
$1.01M 0.68%
7,436
-4,283
43
$985K 0.66%
3,291
-1,402
44
$960K 0.64%
+11,018
45
$931K 0.62%
20,132
46
$861K 0.58%
+17,829
47
$806K 0.54%
4,546
-535
48
$709K 0.48%
14,815
-2,263
49
$664K 0.45%
+1,702
50
$660K 0.44%
3,045
-4,484
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