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
$149M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$1.16M
2 +$946K
3 +$792K
4
HD icon
Home Depot
HD
+$544K
5
ETN icon
Eaton
ETN
+$416K

Top Sells

1 +$3.6M
2 +$2.84M
3 +$2.15M
4
PEP icon
PepsiCo
PEP
+$2.05M
5
MA icon
Mastercard
MA
+$1.85M

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
-842
52
-7,257