PWM

Peterson Wealth Management Portfolio holdings

AUM $135M
1-Year Est. Return 19.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$872K
2
+$837K
3
+$803K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$642K
5
VZ icon
Verizon
VZ
+$558K

Top Sells

1
+$746K
2
+$465K
3
+$454K
4
BTI icon
British American Tobacco
BTI
+$432K
5
V icon
Visa
V
+$313K

Sector Composition

1 Consumer Staples 7.5%
2 Consumer Discretionary 3.63%
3 Technology 2.99%
4 Financials 2.27%
5 Healthcare 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-11,000
52
– –
-21,665
53
– –
-13,000
54
– –
-10,000
1 2
3