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
$123M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$391K
2
+$296K
3
+$235K
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$231K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$229K

Top Sells

1
+$338K
2
+$270K
3
+$260K
4
GEN icon
Gen Digital
GEN
+$229K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$50.2K

Sector Composition

1 Consumer Staples 7.53%
2 Consumer Discretionary 2.62%
3 Technology 2.58%
4 Financials 2.19%
5 Healthcare 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.6M 8.57%
33,644
+257
2
$8.48M 6.88%
171,991
+4,320
3
$8.47M 6.88%
415,592
+11,106
4
$8.43M 6.84%
22,540
+435
5
$7.66M 6.21%
58,873
+1,765
6
$7.43M 6.03%
224,498
+5,597
7
$7.2M 5.84%
119,834
+2,021
8
$6.06M 4.92%
163,052
+5,048
9
$6.03M 4.89%
42,698
+1,247
10
$4.95M 4.02%
46,719
+1,068
11
$4.04M 3.28%
81,133
+1,434
12
$4.02M 3.26%
27,113
+238
13
$3.48M 2.83%
30,681
+170
14
$3.46M 2.81%
61,571
+2,085
15
$2.88M 2.34%
7,658
-24
16
$2.35M 1.91%
21,476
+50
17
$2.24M 1.82%
13,936
+1,438
18
$2.22M 1.81%
13,660
+40
19
$2.21M 1.79%
9,915
+116
20
$2.16M 1.76%
32,053
+810
21
$2.05M 1.67%
5,754
+187
22
$1.7M 1.38%
8,711
-258
23
$1.53M 1.25%
7,226
+1,394
24
$1.33M 1.08%
27,771
+4,713
25
$1.11M 0.9%
12,149
-330
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