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
$121M
AUM Growth
-$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.33M
3
+$1.14M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.13M
5
DLR icon
Digital Realty Trust
DLR
+$986K

Top Sells

1
+$3.88M
2
+$2.7M
3
+$1.71M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.57M
5
LLY icon
Eli Lilly
LLY
+$570K

Sector Composition

1 Consumer Staples 9.09%
2 Technology 7.73%
3 Consumer Discretionary 2.83%
4 Healthcare 2.65%
5 Financials 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 1.01%
4,053
+77
27
$1.19M 0.98%
3,396
+4
28
$1.12M 0.92%
22,849
-8,785
29
$1.1M 0.9%
8,521
-484
30
$1.07M 0.88%
21,800
-6,071
31
$994K 0.82%
7,596
+4,354
32
$988K 0.81%
29,774
-11,894
33
$980K 0.81%
4,835
+143
34
$947K 0.78%
9,212
-449
35
$913K 0.75%
9,423
-1,185
36
$844K 0.69%
4,566
-61
37
$839K 0.69%
5,495
+3,550
38
$798K 0.66%
+18,340
39
$769K 0.63%
1,684
+567
40
$722K 0.59%
4,313
+376
41
$667K 0.55%
23,047
-330
42
$649K 0.53%
4,355
+679
43
$490K 0.4%
1,463
-1
44
$471K 0.39%
9,128
-54
45
$458K 0.38%
3,743
+106
46
$403K 0.33%
10,271
-4,115
47
$399K 0.33%
9,979
48
$361K 0.3%
8,257
+51
49
$330K 0.27%
+2,005
50
$325K 0.27%
2,940
-2,030
1
2
3