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
$101M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$935K
2
+$876K
3
+$814K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$710K
5
VZ icon
Verizon
VZ
+$547K

Top Sells

1
+$782K
2
+$465K
3
+$458K
4
BTI icon
British American Tobacco
BTI
+$432K
5
V icon
Visa
V
+$331K

Sector Composition

1 Consumer Staples 7.5%
2 Consumer Discretionary 3.63%
3 Technology 2.99%
4 Financials 2.27%
5 Healthcare 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.91M 7.86%
159,678
+4,381
2
$7.71M 7.66%
408,982
+21,159
3
$6.7M 6.66%
27,066
+2,866
4
$6.44M 6.4%
61,667
+4,634
5
$5.95M 5.91%
187,742
+6,407
6
$5.21M 5.18%
16,907
+1,626
7
$5.19M 5.16%
142,152
-199
8
$4.72M 4.69%
40,318
+3,554
9
$3.75M 3.73%
28,394
+515
10
$3.56M 3.53%
59,278
+14,609
11
$3.35M 3.33%
67,489
+466
12
$3.22M 3.2%
32,190
+8,133
13
$3.18M 3.16%
34,827
+4,011
14
$3.06M 3.04%
61,722
-659
15
$3.01M 2.99%
21,820
+980
16
$2.48M 2.46%
12,162
+1,319
17
$2.47M 2.46%
8,149
+1,031
18
$2.2M 2.18%
37,468
+6,524
19
$2.1M 2.08%
68,809
-15,029
20
$1.91M 1.9%
20,937
+3,325
21
$1.82M 1.81%
11,659
-85
22
$1.67M 1.66%
6,472
+444
23
$1.61M 1.6%
5,436
-2,645
24
$1.3M 1.29%
12,272
+687
25
$1.23M 1.22%
15,585
-201
1
2 3