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
$138M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.07M
3
+$1.61M
4
ABT icon
Abbott
ABT
+$1.37M
5
CVX icon
Chevron
CVX
+$1.22M

Top Sells

1
+$2.26M
2
+$1.64M
3
+$1.39M
4
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$734K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$562K

Sector Composition

1 Technology 17.51%
2 Consumer Staples 11.72%
3 Healthcare 4.77%
4 Financials 4.43%
5 Consumer Discretionary 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$241K 0.17%
2,069
-6
52
$228K 0.17%
+6,375
53
$228K 0.16%
+3,138
54
– –
-36,145
55
– –
-35,449
56
– –
-3,550
57
– –
-92,016
1 2
3