We are live on
!
Find out more
PWM
Peterson Wealth Management Portfolio holdings
AUM
$172M
1-Year Est. Return
22.86%
This Fund
S&P 500
1 Year Est. Return
+22.86%
AUM
$82.1M
AUM Growth
-$27.9M
(-25%)
Holding
51
Top Buys
| 1 | +$2.34M | |
| 2 | +$1.47M | |
| 3 | +$551K | |
| 4 |
First Trust Institutional Preferred Securities and Income ETF
FPEI
|
+$362K |
| 5 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$263K |
Top Sells
| 1 | +$3.83M | |
| 2 | +$3.47M | |
| 3 | +$2.83M | |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$2.03M |
| 5 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$1.8M |
Sector Composition
| 1 | Consumer Staples | 7.89% |
| 2 | Financials | 3.4% |
| 3 | Consumer Discretionary | 2.86% |
| 4 | Technology | 2.35% |
| 5 | Real Estate | 2.03% |