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
$107M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.87M
3
+$2.92M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.92M
5
PFLD icon
AAM Low Duration Preferred and Income Securities ETF
PFLD
+$2.65M

Top Sells

1
+$1.57M
2
+$1.28M
3
+$62.5K
4
DVN icon
Devon Energy
DVN
+$36.5K
5
HACK icon
Amplify Cybersecurity ETF
HACK
+$695

Sector Composition

1 Consumer Staples 7.5%
2 Healthcare 3.37%
3 Technology 2.12%
4 Industrials 1.24%
5 Financials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$275K 0.26%
12,653
+3,558
52
$263K 0.25%
+3,658
53
$236K 0.22%
+1,588
54
$235K 0.22%
+2,538
55
$234K 0.22%
2,451
+131
56
$213K 0.2%
4,960
+175
57
$201K 0.19%
+686
58
– –
-56,230
1 2
3