PWM

Peterson Wealth Management Portfolio holdings

AUM $135M
1-Year Est. Return 19.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$627K
3
+$586K
4
NVDA icon
NVIDIA
NVDA
+$488K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$344K

Top Sells

1
+$5M
2
+$2.86M
3
+$2.8M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.18M
5
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$1.9M

Sector Composition

1 Technology 10.93%
2 Consumer Staples 9.72%
3 Consumer Discretionary 3.75%
4 Healthcare 3.51%
5 Financials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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-4,625
53
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54
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-762
55
– –
-4,463
56
– –
-10,271
57
– –
-8,257
58
– –
-2,940
59
– –
-9,077
60
– –
-2,663
1 2
3