PWM

Peterson Wealth Management Portfolio holdings

AUM $169M
1-Year Est. Return 20.98%
This Quarter Est. Return
1 Year Est. Return
+20.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$9.31M
2
+$8.73M
3
+$7.97M
4
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$7.47M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$7.3M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 6.62%
2 Financials 4.35%
3 Consumer Discretionary 2.19%
4 Real Estate 1.88%
5 Technology 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.31M 8.46%
+42,300
2
$8.73M 7.93%
+26,665
3
$7.97M 7.25%
+161,936
4
$7.47M 6.79%
+369,116
5
$7.3M 6.63%
+76,777
6
$6.05M 5.5%
+103,293
7
$5.71M 5.19%
+188,096
8
$5.15M 4.68%
+145,411
9
$5.15M 4.68%
+40,734
10
$3.92M 3.57%
+28,682
11
$3.87M 3.52%
+36,076
12
$3.64M 3.3%
+11,705
13
$3.33M 3.03%
+26,281
14
$3.16M 2.87%
+63,727
15
$2.85M 2.59%
+47,319
16
$2.65M 2.41%
+15,929
17
$2.62M 2.38%
+85,229
18
$2.11M 1.91%
+7,028
19
$2.03M 1.84%
+21,720
20
$1.98M 1.8%
+45,147
21
$1.89M 1.72%
+11,670
22
$1.8M 1.64%
+19,207
23
$1.48M 1.34%
+6,314
24
$1.38M 1.25%
+21,868
25
$1.37M 1.25%
+11,618
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