PWM
Peterson Wealth Management Portfolio holdings
AUM
$149M
This Quarter Return
-10.87%
1 Year Return
+9.26%
3 Year Return
+31.22%
5 Year Return
+89.56%
10 Year Return
–
AUM
$82.1M
AUM Growth
+$82.1M
(-25%)
Cap. Flow
-$12.8M
Cap. Flow
% of AUM
-15.59%
Top 10 Holdings %
Top 10 Hldgs %
57.77%
Holding
51
New
5
Increased
10
Reduced
27
Closed
4
Top Buys
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$3.45M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.93M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$2.35M |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$1.7M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$1.59M |
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% |