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
$98.1M
AUM Growth
-$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$572K
2
+$509K
3
+$290K
4
ABBV icon
AbbVie
ABBV
+$273K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$271K

Top Sells

1
+$3.15M
2
+$2.77M
3
+$1.91M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.75M
5
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$1.26M

Sector Composition

1 Consumer Staples 9.16%
2 Healthcare 3.76%
3 Technology 2.35%
4 Financials 1.51%
5 Industrials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$250K 0.26%
2,468
-70
52
$232K 0.24%
1,559
-29
53
$218K 0.22%
2,488
-1,170
54
$215K 0.22%
+553
55
$210K 0.21%
+2,709
56
– –
-4,709
57
– –
-19,178
58
– –
-2,451
59
– –
-4,960
60
– –
-686
61
– –
-55,825
62
– –
-68,841
1 2
3