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
$104M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$792K
3
+$488K
4
SCHW icon
Charles Schwab
SCHW
+$463K
5
LLY icon
Eli Lilly
LLY
+$383K

Top Sells

1
+$1.12M
2
+$1.01M
3
+$309K
4
AAPL icon
Apple
AAPL
+$265K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$264K

Sector Composition

1 Consumer Staples 9.53%
2 Healthcare 4.05%
3 Technology 2.71%
4 Financials 1.83%
5 Industrials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$311K 0.3%
2,364
-104
52
$299K 0.29%
7,879
-342
53
$257K 0.25%
1,552
-7
54
$256K 0.25%
2,335
+60
55
$247K 0.24%
553
56
$241K 0.23%
+2,328
57
$232K 0.22%
+5,358
58
$202K 0.19%
2,669
-40
59
$202K 0.19%
2,435
-53
1 2
3