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
$126M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.77M
3
+$2.72M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.92M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.65M

Top Sells

1
+$2.05M
2
+$1.88M
3
+$1.76M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.17M
5
PFLD icon
AAM Low Duration Preferred and Income Securities ETF
PFLD
+$1.15M

Sector Composition

1 Consumer Staples 8.37%
2 Technology 5.56%
3 Healthcare 3.6%
4 Financials 2.49%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$436K 0.35%
2,633
-914
52
$412K 0.33%
3,837
-9,022
53
$388K 0.31%
3,242
+914
54
$379K 0.3%
8,206
+197
55
$376K 0.3%
7,778
-44
56
$373K 0.3%
9,979
57
$353K 0.28%
5,911
+553
58
$342K 0.27%
+1,945
59
$322K 0.26%
1,289
+34
60
$305K 0.24%
+1,044
61
$251K 0.2%
547
-6
62
$245K 0.19%
6,618
-1,261
63
$242K 0.19%
2,259
-76
64
$239K 0.19%
+2,101
65
$228K 0.18%
3,122
+453
66
$215K 0.17%
978
-5,294
67
– –
-15,964
68
– –
-2,435
69
– –
-19,475
70
– –
-14,937
71
– –
-51,890
72
– –
-5,885
73
– –
-60,275
1 2
3