PWM
Peterson Wealth Management Portfolio holdings
AUM
$149M
This Quarter Return
-5.92%
1 Year Return
+9.26%
3 Year Return
+31.22%
5 Year Return
+89.56%
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
(-12%)
Cap. Flow
-$8.54M
Cap. Flow
% of AUM
-5.75%
Top 10 Holdings %
Top 10 Hldgs %
55.66%
Holding
52
New
2
Increased
31
Reduced
14
Closed
2
Top Buys
| 1 |
Waste Management
WM
|
$1.21M |
| 2 |
Digital Realty Trust
DLR
|
$833K |
| 3 |
CrowdStrike
CRWD
|
$733K |
| 4 |
Home Depot
HD
|
$511K |
| 5 |
Eaton
ETN
|
$363K |
Top Sells
| 1 |
Apple
AAPL
|
$3.46M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$2.77M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$2.36M |
| 4 |
PepsiCo
PEP
|
$2.07M |
| 5 |
Mastercard
MA
|
$1.87M |
Sector Composition
| 1 | Technology | 18.48% |
| 2 | Consumer Staples | 10.28% |
| 3 | Consumer Discretionary | 6.47% |
| 4 | Financials | 3.58% |
| 5 | Healthcare | 3.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
JPMorgan Chase
JPM
$820B
| – | – |
-842
| Closed | -$202K |
|
52
Schwab US Mid-Cap ETF
SCHM
$12B
| – | – |
-7,257
| Closed | -$201K |
|