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
$121M
AUM Growth
-$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.33M
3
+$1.14M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.13M
5
DLR icon
Digital Realty Trust
DLR
+$986K

Top Sells

1
+$3.88M
2
+$2.7M
3
+$1.71M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.57M
5
LLY icon
Eli Lilly
LLY
+$570K

Sector Composition

1 Consumer Staples 9.09%
2 Technology 7.73%
3 Consumer Discretionary 2.83%
4 Healthcare 2.65%
5 Financials 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$313K 0.26%
5,784
-127
52
$307K 0.25%
2,558
-1,076
53
$290K 0.24%
+3,206
54
$270K 0.22%
2,663
-1,174
55
$246K 0.2%
2,096
-163
56
$245K 0.2%
4,463
-4,540
57
$221K 0.18%
4,625
-3,153
58
$201K 0.17%
762
-282
59
– –
-978
60
– –
-3,122
61
– –
-36,283
62
– –
-6,618
63
– –
-129,077
64
– –
-96,267
65
– –
-14,148
66
– –
-2,633
67
– –
-547
68
– –
-1,289
69
– –
-65,305
1 2
3