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
$156M
AUM Growth
-$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.58M
3
+$938K
4
NVDA icon
NVIDIA
NVDA
+$881K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$871K

Top Sells

1
+$4.08M
2
+$3.28M
3
+$2.37M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.28M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.2M

Sector Composition

1 Technology 18.44%
2 Consumer Staples 10.94%
3 Consumer Discretionary 5.43%
4 Financials 5.33%
5 Healthcare 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 1.36%
13,792
+2,204
27
$2.02M 1.29%
7,363
-1,240
28
$1.65M 1.05%
14,457
-2,574
29
$1.55M 0.99%
26,129
-1,968
30
$1.29M 0.82%
29,035
-10,000
31
$1.26M 0.81%
17,532
+187
32
$1.23M 0.79%
8,362
+149
33
$991K 0.63%
6,359
-483
34
$963K 0.62%
1,691
-344
35
$938K 0.6%
+1,897
36
$828K 0.53%
3,987
+915
37
$688K 0.44%
7,614
+2,686
38
$627K 0.4%
1,604
-30
39
$576K 0.37%
12,707
-119
40
$572K 0.37%
8,372
-618
41
$479K 0.31%
9,979
42
$328K 0.21%
3,734
-331
43
$301K 0.19%
13,320
44
$239K 0.15%
6,375
45
$239K 0.15%
2,035
+50
46
$236K 0.15%
3,138
47
$229K 0.15%
1,995
-1,411
48
$201K 0.13%
+7,257
49
– –
-15,667
50
– –
-4,917
1
2
3