PWM
Peterson Wealth Management Portfolio holdings
AUM $149M
This Quarter Return
-5.92%
1 Year Return
+9.26%
3 Year Return
+31.22%
5 Year Return
+89.56%
10 Year Return
–
AUM
$149M
AUM Growth
-$19.5M (-12%)
Cap. Flow
-$8.54M
Cap. Flow % of AUM
-5.75%
Top 10 Holdings %Top 10 Hldgs %
55.66%
Holding
52
New
2
Increased
31
Reduced
14
Closed
2
Top Buys
| 1 | $1.21M | |
| 2 | $833K | |
| 3 | $733K | |
| 4 | $511K | |
| 5 | $363K |
Top Sells
| 1 | $3.46M | |
| 2 | $2.77M | |
| 3 | $2.36M | |
| 4 | $2.07M | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -842 | Closed | -$202K | |||
| – | – | -7,257 | Closed | -$201K |
