PWM

Peterson Wealth Management Portfolio holdings

AUM $144M
1-Year Est. Return 23.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$3.52M
3
+$2.48M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.78M
5
PSK icon
State Street SPDR ICE Preferred Securities ETF
PSK
+$1.63M

Top Sells

1
+$3.42M
2
+$2.9M
3
+$2.58M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.33M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$2.19M

Sector Composition

1 Consumer Staples 8.41%
2 Technology 4.16%
3 Financials 2.96%
4 Consumer Discretionary 2.65%
5 Industrials 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$442K 0.35%
8,370
-16,150
52
$427K 0.33%
9,979
-9,948
53
$337K 0.26%
1,538
+419
54
$326K 0.25%
+2,917
55
$298K 0.23%
+1,022
56
$254K 0.2%
+1,124
57
$249K 0.19%
+4,266
58
$244K 0.19%
+1,886
59
$231K 0.18%
+977
60
$223K 0.17%
+1,161
61
$216K 0.17%
774
-1,750
62
– –
-10,061
63
– –
-2,075
64
– –
-4,813
65
– –
-14,924
1 2
3