PWM
Peterson Wealth Management Portfolio holdings
AUM
$149M
This Quarter Return
+5.04%
1 Year Return
+9.26%
3 Year Return
+31.22%
5 Year Return
+89.56%
10 Year Return
–
AUM
$168M
AUM Growth
+$168M
(+7.4%)
Cap. Flow
+$6.37M
Cap. Flow
% of AUM
3.79%
Top 10 Holdings %
Top 10 Hldgs %
54.29%
Holding
54
New
6
Increased
32
Reduced
9
Closed
4
Top Buys
| 1 |
TSMC
TSM
|
$4.24M |
| 2 |
Broadcom
AVGO
|
$1.91M |
| 3 |
Palo Alto Networks
PANW
|
$1.77M |
| 4 |
First Trust Cloud Computing ETF
SKYY
|
$1.61M |
| 5 |
NVIDIA
NVDA
|
$999K |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$3.69M |
| 2 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$3.33M |
| 3 |
SPDR S&P Homebuilders ETF
XHB
|
$3.19M |
| 4 |
Abbott
ABT
|
$1.65M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Abbott
ABT
$229B
| – | – |
-14,457
| Closed | -$1.65M |
|
|
52
Advanced Micro Devices
AMD
$263B
| – | – |
-22,479
| Closed | -$3.69M |
|
53
Snowflake
SNOW
$77.9B
| – | – |
-1,995
| Closed | -$229K |
|
|
54
SPDR S&P Homebuilders ETF
XHB
$1.9B
| – | – |
-25,604
| Closed | -$3.19M |
|