PWM

Peterson Wealth Management Portfolio holdings

AUM $169M
1-Year Est. Return 20.98%
This Quarter Est. Return
1 Year Est. Return
+20.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.1M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,778