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
$138M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.07M
3
+$1.61M
4
ABT icon
Abbott
ABT
+$1.37M
5
CVX icon
Chevron
CVX
+$1.22M

Top Sells

1
+$2.26M
2
+$1.64M
3
+$1.39M
4
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$734K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$562K

Sector Composition

1 Technology 17.51%
2 Consumer Staples 11.72%
3 Healthcare 4.77%
4 Financials 4.43%
5 Consumer Discretionary 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 1.49%
11,306
-478
27
$1.97M 1.42%
4,675
+582
28
$1.94M 1.4%
6,445
+1,713
29
$1.94M 1.4%
11,990
+6,414
30
$1.92M 1.38%
13,298
+2,923
31
$1.83M 1.32%
16,075
+12,042
32
$1.77M 1.28%
25,031
+16,405
33
$1.75M 1.26%
4,565
+334
34
$1.49M 1.08%
39,122
+18,601
35
$1.3M 0.94%
5,218
+3,900
36
$1.23M 0.89%
21,851
+17,917
37
$1.22M 0.88%
+7,765
38
$1.22M 0.88%
2,188
-61
39
$1.01M 0.73%
+5,200
40
$939K 0.68%
+5,301
41
$936K 0.68%
6,333
+293
42
$840K 0.61%
4,251
+2,222
43
$620K 0.45%
14,730
-236
44
$576K 0.42%
8,990
-88
45
$485K 0.35%
2,364
-1,877
46
$453K 0.33%
9,979
47
$448K 0.32%
8,578
-584
48
$429K 0.31%
8,355
-652
49
$381K 0.28%
4,035
+60
50
$276K 0.2%
+13,320
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