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
$111M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$676K
3
+$582K
4
NVDA icon
NVIDIA
NVDA
+$521K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$358K

Top Sells

1
+$5.2M
2
+$3.03M
3
+$3.02M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.33M
5
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$2.05M

Sector Composition

1 Technology 10.93%
2 Consumer Staples 9.72%
3 Consumer Discretionary 3.75%
4 Healthcare 3.51%
5 Financials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 1.29%
28,870
+10,530
27
$1.42M 1.28%
10,159
+2,563
28
$1.4M 1.26%
10,375
+130
29
$1.35M 1.22%
9,162
-50
30
$1.25M 1.12%
4,732
-103
31
$1.14M 1.03%
4,477
+164
32
$1.14M 1.03%
2,249
+565
33
$1.11M 1%
5,576
+81
34
$938K 0.84%
20,521
-2,526
35
$889K 0.8%
4,241
-325
36
$824K 0.74%
6,040
-2,481
37
$734K 0.66%
35,449
-98,748
38
$563K 0.51%
14,966
-14,808
39
$548K 0.49%
9,078
-50
40
$520K 0.47%
8,626
+2,842
41
$482K 0.43%
3,550
-193
42
$473K 0.43%
9,162
-13,687
43
$465K 0.42%
9,007
-12,793
44
$444K 0.4%
4,033
-5,390
45
$438K 0.39%
2,029
+24
46
$393K 0.35%
9,979
47
$333K 0.3%
3,975
+769
48
$296K 0.27%
+1,318
49
$212K 0.19%
+3,934
50
$207K 0.19%
2,075
-21
1
2
3