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
$126M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.77M
3
+$2.72M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.92M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.65M

Top Sells

1
+$2.05M
2
+$1.88M
3
+$1.76M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.17M
5
PFLD icon
AAM Low Duration Preferred and Income Securities ETF
PFLD
+$1.15M

Sector Composition

1 Consumer Staples 8.37%
2 Technology 5.56%
3 Healthcare 3.6%
4 Financials 2.49%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 1.04%
8,643
+6,279
27
$1.25M 0.99%
3,662
+207
28
$1.24M 0.98%
3,976
+1,941
29
$1.2M 0.95%
9,005
-315
30
$1.16M 0.92%
3,392
+693
31
$1.16M 0.92%
10,608
+431
32
$1.1M 0.87%
+9,661
33
$1.1M 0.87%
8,438
+737
34
$991K 0.79%
+4,692
35
$960K 0.76%
+4,627
36
$953K 0.75%
+12,545
37
$942K 0.75%
23,377
-132
38
$922K 0.73%
17,598
+1,110
39
$874K 0.69%
+2,222
40
$656K 0.52%
4,970
+3,418
41
$609K 0.48%
+3,634
42
$595K 0.47%
14,386
-1,954
43
$578K 0.46%
+3,937
44
$535K 0.42%
+1,117
45
$519K 0.41%
14,148
-1,281
46
$510K 0.4%
9,003
+158
47
$503K 0.4%
1,464
-23
48
$495K 0.39%
3,676
-149
49
$464K 0.37%
9,182
+2,251
50
$462K 0.37%
+3,637
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