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
$162M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$2.37M
3
+$2.12M
4
AMD icon
Advanced Micro Devices
AMD
+$2.03M
5
NVDA icon
NVIDIA
NVDA
+$1.78M

Top Sells

1
+$2.24M
2
+$2.06M
3
+$1.27M
4
HSY icon
Hershey
HSY
+$1.01M
5
MRVL icon
Marvell Technology
MRVL
+$539K

Sector Composition

1 Technology 19.86%
2 Consumer Staples 10.43%
3 Financials 5.85%
4 Consumer Discretionary 4.84%
5 Healthcare 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$224K 0.14%
6,375
52
– –
-11,306
53
– –
-8,355
54
– –
-2,364
55
– –
-5,200
56
– –
-8,578
1 2
3