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
$128M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$3.52M
3
+$2.48M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.78M
5
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$1.63M

Top Sells

1
+$3.42M
2
+$2.9M
3
+$2.58M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.33M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$2.19M

Sector Composition

1 Consumer Staples 8.41%
2 Technology 4.16%
3 Financials 2.96%
4 Consumer Discretionary 2.65%
5 Industrials 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.96M 7%
25,291
-3,784
2
$8.54M 6.66%
268,586
+13,659
3
$8.48M 6.62%
19,808
-1,708
4
$6.01M 4.69%
38,817
-1,342
5
$5.78M 4.51%
47,240
+251
6
$5.38M 4.2%
260,234
-92,739
7
$5.04M 3.93%
104,076
-70,637
8
$4.76M 3.71%
32,223
-15,750
9
$3.78M 2.95%
21,189
-5,744
10
$3.76M 2.93%
25,369
+1,401
11
$3.57M 2.79%
+142,200
12
$3.52M 2.74%
+142,583
13
$3.27M 2.55%
53,674
-10,801
14
$2.98M 2.33%
81,257
-70,384
15
$2.62M 2.05%
37,474
+18,628
16
$2.48M 1.93%
+10,111
17
$2.42M 1.89%
19,228
+816
18
$2.08M 1.63%
19,888
+8,536
19
$2.08M 1.63%
5,268
-988
20
$2.05M 1.6%
7,578
-392
21
$2.04M 1.6%
8,459
-472
22
$1.91M 1.49%
23,599
+13,086
23
$1.78M 1.39%
+44,909
24
$1.76M 1.37%
11,295
+4,176
25
$1.7M 1.33%
34,171
-36,980
1
2 3