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
$150M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$2.08M
3
+$846K
4
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$729K
5
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$502K

Top Sells

1
+$1.3M
2
+$1.05M
3
+$771K
4
PYPL icon
PayPal
PYPL
+$293K
5
DOCU icon
DocuSign
DOCU
+$207K

Sector Composition

1 Consumer Staples 8.55%
2 Technology 4.88%
3 Consumer Discretionary 2.67%
4 Financials 2.42%
5 Communication Services 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$552K 0.37%
917
+47
52
$432K 0.29%
4,937
+471
53
$413K 0.28%
9,979
54
$384K 0.26%
3,283
+157
55
$324K 0.22%
1,553
+22
56
$225K 0.15%
+4,105
57
$225K 0.15%
4,586
-26,504
58
$217K 0.14%
+5,155
59
– –
-1,127
60
– –
-17,559
61
– –
-805
1 2
3