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
$98.1M
AUM Growth
-$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$572K
2
+$509K
3
+$290K
4
ABBV icon
AbbVie
ABBV
+$273K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$271K

Top Sells

1
+$3.15M
2
+$2.77M
3
+$1.91M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.75M
5
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$1.26M

Sector Composition

1 Consumer Staples 9.16%
2 Healthcare 3.76%
3 Technology 2.35%
4 Financials 1.51%
5 Industrials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 1.12%
2,992
-1,327
27
$971K 0.99%
7,517
-105
28
$894K 0.91%
5,896
-176
29
$876K 0.89%
7,983
-227
30
$837K 0.85%
2,710
-72
31
$819K 0.84%
17,071
-562
32
$815K 0.83%
3,397
-68
33
$793K 0.81%
15,479
-197
34
$722K 0.74%
16,484
-2,085
35
$669K 0.68%
23,509
+445
36
$650K 0.66%
3,678
-865
37
$649K 0.66%
2,053
-17
38
$572K 0.58%
+4,647
39
$543K 0.55%
11,487
+36
40
$515K 0.53%
1,555
+13
41
$508K 0.52%
6,050
+2,902
42
$491K 0.5%
7,990
-5,531
43
$430K 0.44%
9,979
44
$414K 0.42%
9,078
-662
45
$352K 0.36%
1,520
-130
46
$333K 0.34%
14,838
+2,185
47
$325K 0.33%
8,221
-639
48
$305K 0.31%
6,931
-300
49
$273K 0.28%
+1,692
50
$251K 0.26%
+2,275
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