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
$162M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.4M
3
+$2.18M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.09M
5
AMD icon
Advanced Micro Devices
AMD
+$2.04M

Top Sells

1
+$2.26M
2
+$2.06M
3
+$1.16M
4
HSY icon
Hershey
HSY
+$1.01M
5
MRVL icon
Marvell Technology
MRVL
+$537K

Sector Composition

1 Technology 19.86%
2 Consumer Staples 10.43%
3 Financials 5.85%
4 Consumer Discretionary 4.84%
5 Healthcare 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 1.46%
24,813
+69
27
$2.21M 1.37%
8,603
+2,158
28
$2.2M 1.36%
14,468
+1,170
29
$1.77M 1.09%
17,031
+956
30
$1.69M 1.04%
11,588
+5,255
31
$1.59M 0.98%
28,097
+6,246
32
$1.52M 0.94%
15,667
-23,240
33
$1.45M 0.9%
39,035
-87
34
$1.28M 0.79%
8,213
+448
35
$1.27M 0.79%
4,917
-301
36
$1.21M 0.75%
17,345
-7,686
37
$1.09M 0.67%
2,035
-153
38
$1.01M 0.63%
6,842
+1,541
39
$811K 0.5%
4,173
-78
40
$655K 0.4%
+3,072
41
$582K 0.36%
8,990
42
$544K 0.34%
+1,634
43
$527K 0.33%
12,826
-1,904
44
$460K 0.28%
3,406
-8,584
45
$425K 0.26%
9,979
46
$422K 0.26%
+4,928
47
$370K 0.23%
4,065
+30
48
$285K 0.18%
13,320
49
$229K 0.14%
1,985
-84
50
$226K 0.14%
3,138
1
2
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