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
$168M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$1.91M
3
+$1.61M
4
NVDA icon
NVIDIA
NVDA
+$999K
5
LLY icon
Eli Lilly
LLY
+$822K

Top Sells

1
+$3.69M
2
+$3.33M
3
+$3.19M
4
ABT icon
Abbott
ABT
+$1.65M
5
RBLX icon
Roblox
RBLX
+$289K

Sector Composition

1 Technology 21.38%
2 Consumer Staples 10.34%
3 Consumer Discretionary 5.87%
4 Financials 5.39%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.11M 1.26%
15,371
+1,579
27
$1.91M 1.14%
+8,246
28
$1.9M 1.13%
17,241
-291
29
$1.74M 1.04%
27,502
+1,373
30
$1.61M 0.96%
+13,493
31
$1.39M 0.83%
24,035
-5,000
32
$1.14M 0.68%
7,897
-465
33
$1.03M 0.61%
1,810
-87
34
$1M 0.6%
1,756
+65
35
$888K 0.53%
4,402
+415
36
$809K 0.48%
5,988
-371
37
$802K 0.48%
8,280
+666
38
$624K 0.37%
8,378
+6
39
$612K 0.36%
1,686
+82
40
$611K 0.36%
12,645
-62
41
$511K 0.3%
9,979
42
$309K 0.18%
13,320
43
$301K 0.18%
3,511
-223
44
$262K 0.16%
2,436
+401
45
$226K 0.13%
3,138
46
$218K 0.13%
+636
47
$218K 0.13%
6,375
48
$202K 0.12%
+345
49
$202K 0.12%
+842
50
$201K 0.12%
7,257
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