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
$129M
AUM Growth
+$955K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$391K
3
+$312K
4
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$272K
5
PFFR icon
InfraCap REIT Preferred ETF
PFFR
+$187K

Top Sells

1
+$2.48M
2
+$254K
3
+$244K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$231K
5
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$223K

Sector Composition

1 Consumer Staples 8.5%
2 Technology 4.39%
3 Financials 2.96%
4 Consumer Discretionary 2.63%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.16M 7.1%
25,602
+311
2
$8.64M 6.69%
20,131
+323
3
$8.34M 6.46%
265,798
-2,788
4
$6.09M 4.72%
39,684
+867
5
$5.74M 4.45%
48,813
+1,573
6
$5.45M 4.23%
264,128
+3,894
7
$5.11M 3.96%
105,819
+1,743
8
$4.96M 3.84%
33,211
+988
9
$3.93M 3.04%
157,899
+15,699
10
$3.83M 2.97%
21,337
+148
11
$3.81M 2.95%
25,310
-59
12
$3.67M 2.84%
150,228
+7,645
13
$3.31M 2.57%
54,495
+821
14
$2.93M 2.27%
80,184
-1,073
15
$2.62M 2.03%
37,995
+521
16
$2.48M 1.92%
19,478
+250
17
$2.39M 1.85%
+10,148
18
$2.38M 1.84%
5,297
+29
19
$2.15M 1.67%
7,645
+67
20
$2.06M 1.6%
19,929
+41
21
$1.97M 1.53%
24,624
+1,025
22
$1.92M 1.49%
8,402
-57
23
$1.88M 1.45%
43,182
+6,250
24
$1.85M 1.44%
11,330
+35
25
$1.77M 1.37%
45,715
+8,032
1
2 3