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
$168M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$4.24M
2 +$1.91M
3 +$1.61M
4
NVDA icon
NVIDIA
NVDA
+$999K
5
LLY icon
Eli Lilly
LLY
+$822K

Top Sells

1 +$3.69M
2 +$3.33M
3 +$3.19M
4
ABT icon
Abbott
ABT
+$1.65M
5
RBLX icon
Roblox
RBLX
+$289K

Sector Composition

1 Technology 21.38%
2 Consumer Staples 10.34%
3 Consumer Discretionary 5.87%
4 Financials 5.39%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-14,457
52
-22,479
53
-1,995
54
-25,604