PWM

Peterson Wealth Management Portfolio holdings

AUM $172M
1-Year Est. Return 22.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$989K
3
+$591K
4
AMZN icon
Amazon
AMZN
+$243K
5
MA icon
Mastercard
MA
+$226K

Top Sells

1
+$5.14M
2
+$5.02M
3
+$4.71M
4
NVDA icon
NVIDIA
NVDA
+$3.48M
5
IAK icon
iShares US Insurance ETF
IAK
+$3.43M

Sector Composition

1 Technology 18.76%
2 Consumer Discretionary 9.28%
3 Consumer Staples 8.96%
4 Financials 6.96%
5 Communication Services 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.97%
17,774
+614
27
$1.08M 0.74%
7,998
-2,082
28
$993K 0.69%
+20,715
29
$628K 0.44%
1,412
+457
30
$608K 0.42%
+1,502
31
$563K 0.39%
2,211
32
$432K 0.3%
10,178
+74
33
$386K 0.27%
2,742
+228
34
$352K 0.24%
13,357
+37
35
$277K 0.19%
2,453
+22
36
$273K 0.19%
6,375
37
$267K 0.18%
1,102
+3
38
$234K 0.16%
3,148
+10
39
$216K 0.15%
7,288
+31
40
– –
-6,910
41
– –
-121,023
42
– –
-25,478
43
– –
-4,047
1
2