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
$104M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$792K
3
+$488K
4
SCHW icon
Charles Schwab
SCHW
+$463K
5
LLY icon
Eli Lilly
LLY
+$383K

Top Sells

1
+$1.12M
2
+$1.01M
3
+$309K
4
AAPL icon
Apple
AAPL
+$265K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$264K

Sector Composition

1 Consumer Staples 9.53%
2 Healthcare 4.05%
3 Technology 2.71%
4 Financials 1.83%
5 Industrials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 1.17%
8,161
+644
27
$1.21M 1.15%
9,320
-200
28
$1.16M 1.11%
22,679
-823
29
$1.06M 1.01%
23,509
30
$1.03M 0.99%
10,177
+2,194
31
$996K 0.95%
3,455
+58
32
$925K 0.89%
15,964
-1,107
33
$875K 0.84%
5,885
-11
34
$833K 0.8%
2,699
-11
35
$810K 0.78%
16,488
+5,001
36
$795K 0.76%
7,701
+1,651
37
$690K 0.66%
16,340
-144
38
$679K 0.65%
4,592
-55
39
$630K 0.6%
15,429
-50
40
$610K 0.58%
3,825
+2,133
41
$600K 0.57%
2,035
-18
42
$550K 0.53%
3,547
-131
43
$495K 0.47%
1,487
-68
44
$463K 0.44%
+8,845
45
$416K 0.4%
9,979
46
$396K 0.38%
7,822
-168
47
$375K 0.36%
8,009
-1,069
48
$353K 0.34%
14,937
+99
49
$331K 0.32%
6,931
50
$319K 0.31%
1,255
-265
1
2
3