PWM

Peterson Wealth Management Portfolio holdings

AUM $144M
1-Year Est. Return 23.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.61%
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
+$1.15M
2
+$676K
3
+$582K
4
NVDA icon
NVIDIA
NVDA
+$521K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$358K

Top Sells

1
+$5.2M
2
+$3.03M
3
+$3.02M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.33M
5
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$2.05M

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
– –
-762
52
– –
-10,271
53
– –
-8,257
54
– –
-2,940
55
– –
-2,663
56
– –
-1,463
57
– –
-4,625
58
– –
-2,558
59
– –
-4,463
60
– –
-9,077
1 2
3