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
$113M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$1.76M
3
+$1.74M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.2M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$1M

Top Sells

1
+$1.69M
2
+$1.29M
3
+$674K
4
WM icon
Waste Management
WM
+$647K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$532K

Sector Composition

1 Consumer Staples 7.37%
2 Consumer Discretionary 2.74%
3 Technology 2.67%
4 Financials 2.21%
5 Healthcare 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.28M 8.22%
33,387
+6,321
2
$8.27M 7.32%
167,671
+7,993
3
$7.84M 6.94%
404,486
-4,496
4
$7.4M 6.56%
22,105
+5,198
5
$7.07M 6.26%
117,813
+58,535
6
$6.96M 6.16%
218,901
+31,159
7
$6.66M 5.9%
57,108
-4,559
8
$5.81M 5.14%
158,004
+15,852
9
$5.33M 4.72%
41,451
+1,133
10
$4.22M 3.74%
45,651
+10,824
11
$3.96M 3.51%
79,699
+17,977
12
$3.73M 3.3%
26,875
-1,519
13
$3.22M 2.85%
30,511
-1,679
14
$3.19M 2.83%
59,486
-8,003
15
$2.73M 2.42%
7,682
-467
16
$2.33M 2.07%
21,426
+489
17
$2.14M 1.9%
13,620
-8,200
18
$2.06M 1.83%
9,799
-2,363
19
$2M 1.77%
31,243
-6,225
20
$1.88M 1.67%
5,567
+131
21
$1.84M 1.63%
12,498
+8,189
22
$1.53M 1.35%
8,969
-2,690
23
$1.5M 1.33%
6,214
-258
24
$1.1M 0.97%
5,832
+349
25
$1.07M 0.95%
23,058
+7,935
1
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