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
$107M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.87M
3
+$2.92M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.92M
5
PFLD icon
AAM Low Duration Preferred and Income Securities ETF
PFLD
+$2.65M

Top Sells

1
+$1.57M
2
+$1.28M
3
+$62.5K
4
DVN icon
Devon Energy
DVN
+$36.5K
5
HACK icon
Amplify Cybersecurity ETF
HACK
+$695

Sector Composition

1 Consumer Staples 7.5%
2 Healthcare 3.37%
3 Technology 2.12%
4 Industrials 1.24%
5 Financials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 1.13%
24,889
+884
27
$1.16M 1.08%
6,444
+842
28
$1.14M 1.06%
19,178
-21,636
29
$1.1M 1.03%
13,299
+1,005
30
$1.09M 1.01%
+7,622
31
$844K 0.79%
+17,633
32
$827K 0.77%
23,064
+2,932
33
$813K 0.76%
13,521
-607
34
$807K 0.75%
3,465
+599
35
$794K 0.74%
8,210
+1,085
36
$767K 0.72%
6,072
+665
37
$743K 0.69%
2,782
+371
38
$742K 0.69%
4,543
+671
39
$726K 0.68%
18,569
+9,915
40
$686K 0.64%
15,676
+1,039
41
$594K 0.55%
+4,709
42
$571K 0.53%
2,070
+583
43
$495K 0.46%
+11,451
44
$443K 0.41%
+1,542
45
$428K 0.4%
9,740
+14
46
$364K 0.34%
1,650
+406
47
$356K 0.33%
+3,148
48
$344K 0.32%
9,979
49
$314K 0.29%
8,860
+1,106
50
$314K 0.29%
7,231
-16
1
2
3