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
$156M
AUM Growth
-$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.15M
3
+$1.06M
4
NVDA icon
NVIDIA
NVDA
+$857K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$839K

Top Sells

1
+$4.08M
2
+$3.28M
3
+$2.37M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.19M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.09M

Sector Composition

1 Technology 18.44%
2 Consumer Staples 10.94%
3 Consumer Discretionary 5.43%
4 Financials 5.33%
5 Healthcare 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,173
52
– –
-10,641
53
– –
-24,813
54
– –
-35,758
1 2
3