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

Top Buys

1
+$2.56M
2
+$2.4M
3
+$2.18M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.09M
5
AMD icon
Advanced Micro Devices
AMD
+$2.04M

Top Sells

1
+$2.26M
2
+$2.06M
3
+$1.16M
4
HSY icon
Hershey
HSY
+$1.01M
5
MRVL icon
Marvell Technology
MRVL
+$537K

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
– –
-8,578
53
– –
-5,200
54
– –
-2,364
55
– –
-8,355
56
– –
-11,306
1 2
3