PWM
Peterson Wealth Management Portfolio holdings
AUM
$169M
1-Year Est. Return
20.98%
1 Year Est. Return
+20.98%
AUM
$149M
AUM Growth
-$19.5M
(-12%)
Holding
52
Top Buys
| 1 | +$1.21M | |
| 2 | +$833K | |
| 3 | +$733K | |
| 4 |
Home Depot
HD
|
+$511K |
| 5 |
Eaton
ETN
|
+$363K |
Top Sells
| 1 | +$3.46M | |
| 2 | +$2.77M | |
| 3 | +$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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Schwab US Mid-Cap ETF
SCHM
$13.6B
| – | – |
-7,257
|
|
||
52
JPMorgan Chase
JPM
$831B
| – | – |
-842
|
|