PWM

Peterson Wealth Management Portfolio holdings

AUM $144M
1-Year Est. Return 23.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$833K
3
+$733K
4
HD icon
Home Depot
HD
+$511K
5
ETN icon
Eaton
ETN
+$363K

Top Sells

1
+$3.46M
2
+$2.77M
3
+$2.36M
4
PEP icon
PepsiCo
PEP
+$2.07M
5
MA icon
Mastercard
MA
+$1.87M

Sector Composition

1 Technology 18.48%
2 Consumer Staples 10.28%
3 Consumer Discretionary 6.47%
4 Financials 3.58%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 1.04%
6,930
-2,354
27
$1.41M 0.95%
8,425
+179
28
$1.39M 0.94%
13,589
+96
29
$1.35M 0.91%
21,479
-6,023
30
$1.34M 0.9%
8,014
+117
31
$1.22M 0.82%
1,812
+2
32
$1.17M 0.79%
20,035
-4,000
33
$969K 0.65%
1,816
+60
34
$957K 0.64%
2,714
+2,078
35
$911K 0.61%
9,447
+1,167
36
$800K 0.54%
12,985
-4,256
37
$691K 0.47%
1,297
-4,428
38
$682K 0.46%
13,682
+1,037
39
$625K 0.42%
5,987
-1
40
$607K 0.41%
8,453
+75
41
$577K 0.39%
1,749
+63
42
$508K 0.34%
10,038
+59
43
$363K 0.24%
+1,335
44
$328K 0.22%
7,020
-2
45
$299K 0.2%
2,517
+81
46
$294K 0.2%
13,320
47
$290K 0.19%
+3,875
48
$280K 0.19%
485
+140
49
$232K 0.16%
6,375
50
$230K 0.16%
3,138
1
2
3