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
$149M
AUM Growth
-$683K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$4.89M
3
+$4.21M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.77M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.35M

Top Sells

1
+$2.57M
2
+$2.44M
3
+$2.2M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.73M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.62M

Sector Composition

1 Consumer Staples 6.73%
2 Technology 4%
3 Healthcare 2.49%
4 Financials 2.33%
5 Consumer Discretionary 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$571K 0.38%
+11,021
52
$539K 0.36%
7,522
+2,585
53
$511K 0.34%
+8,703
54
$427K 0.29%
871
-484
55
$409K 0.27%
9,979
56
$337K 0.23%
+2,420
57
$328K 0.22%
7,463
+2,308
58
$307K 0.21%
+6,509
59
$203K 0.14%
+2,458
60
– –
-4,586
61
– –
-4,853
62
– –
-4,105
63
– –
-11,418
64
– –
-3,640
65
– –
-5,607
66
– –
-10,770
67
– –
-1,553
68
– –
-3,056
69
– –
-9,170
70
– –
-3,283
1 2
3