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
$77.4M
AUM Growth
-$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$779K
3
+$777K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$658K
5
PFLD icon
AAM Low Duration Preferred and Income Securities ETF
PFLD
+$321K

Top Sells

1
+$8.99M
2
+$5.05M
3
+$4.63M
4
SPLB icon
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$4.26M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.56M

Sector Composition

1 Consumer Staples 9.03%
2 Healthcare 4.64%
3 Technology 2.24%
4 Industrials 1.5%
5 Financials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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54
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55
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56
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-97,713
57
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-45,470
58
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59
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60
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61
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62
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-9,760
63
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-9,506
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