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
$101M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$935K
2 +$876K
3 +$814K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$710K
5
VZ icon
Verizon
VZ
+$547K

Top Sells

1 +$782K
2 +$465K
3 +$458K
4
BTI icon
British American Tobacco
BTI
+$432K
5
V icon
Visa
V
+$331K

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
-10,818
52
-18,595
53
-12,624
54
-5,809