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
$129M
AUM Growth
+$955K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$391K
3
+$312K
4
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$272K
5
PFFR icon
InfraCap REIT Preferred ETF
PFFR
+$187K

Top Sells

1
+$2.48M
2
+$254K
3
+$244K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$231K
5
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$223K

Sector Composition

1 Consumer Staples 8.5%
2 Technology 4.39%
3 Financials 2.96%
4 Consumer Discretionary 2.63%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$531K 0.41%
870
+33
52
$394K 0.31%
9,979
53
$345K 0.27%
3,126
+209
54
$325K 0.25%
1,531
-7
55
$293K 0.23%
1,127
+105
56
$269K 0.21%
4,466
+200
57
$207K 0.16%
805
+31
58
– –
-1,161
59
– –
-1,124
60
– –
-1,886
61
– –
-977
62
– –
-10,111
1 2
3