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
$77.4M
AUM Growth
-$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$779K
3
+$777K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$658K
5
PFLD icon
AAM Low Duration Preferred and Income Securities ETF
PFLD
+$321K

Top Sells

1
+$8.99M
2
+$5.05M
3
+$4.63M
4
SPLB icon
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$4.26M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.56M

Sector Composition

1 Consumer Staples 9.03%
2 Healthcare 4.64%
3 Technology 2.24%
4 Industrials 1.5%
5 Financials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$792K 1.02%
5,791
-4,567
27
$791K 1.02%
22,054
-140,712
28
$779K 1.01%
+14,128
29
$777K 1%
+5,407
30
$774K 1%
7,125
-2,500
31
$767K 0.99%
14,637
+3,616
32
$736K 0.95%
2,866
-1,456
33
$687K 0.89%
3,872
-674
34
$662K 0.86%
20,132
35
$658K 0.85%
+2,411
36
$528K 0.68%
4,150
-16,471
37
$446K 0.58%
9,726
-5,089
38
$418K 0.54%
9,979
39
$408K 0.53%
1,487
-1,804
40
$382K 0.49%
8,654
+2,145
41
$332K 0.43%
7,247
-1,456
42
$309K 0.4%
7,754
+291
43
$268K 0.35%
1,244
-1,801
44
$253K 0.33%
2,320
-100
45
$219K 0.28%
9,095
-176,866
46
$208K 0.27%
4,785
-2,737
47
– –
-2,458
48
– –
-13,015
49
– –
-17,829
50
– –
-23,610
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