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
$169M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.09M
3
+$4.23M
4
JPM icon
JPMorgan Chase
JPM
+$4.15M
5
CASY icon
Casey's General Stores
CASY
+$3.61M

Top Sells

1
+$8.22M
2
+$6.04M
3
+$3.76M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$3.7M
5
DLR icon
Digital Realty Trust
DLR
+$2.95M

Sector Composition

1 Technology 20.96%
2 Consumer Staples 7.54%
3 Consumer Discretionary 6.96%
4 Financials 5.88%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-10,266
52
– –
-1,812
53
– –
-12,985
54
– –
-60,569
55
– –
-17,489
56
– –
-5,987
57
– –
-9,623
58
– –
-7,020
59
– –
-16,149
1 2
3