PWM
Peterson Wealth Management Portfolio holdings
AUM
$149M
This Quarter Return
+8.63%
1 Year Return
+9.26%
3 Year Return
+31.22%
5 Year Return
+89.56%
10 Year Return
–
AUM
$150M
AUM Growth
+$150M
(+16%)
Cap. Flow
+$10.8M
Cap. Flow
% of AUM
7.2%
Top 10 Holdings %
Top 10 Hldgs %
45.73%
Holding
61
New
4
Increased
50
Reduced
3
Closed
3
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
$4.16M |
| 2 |
Roblox
RBLX
|
$2.08M |
| 3 |
InfraCap REIT Preferred ETF
PFFR
|
$846K |
| 4 |
Virtus InfraCap US Preferred Stock ETF
PFFA
|
$729K |
| 5 |
SPDR ICE Preferred Securities ETF
PSK
|
$502K |
Top Sells
| 1 |
SPDR DoubleLine Short Duration Total Return Tactical ETF
STOT
|
$1.3M |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$1.05M |
| 3 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$771K |
| 4 |
PayPal
PYPL
|
$293K |
| 5 |
DocuSign
DOCU
|
$207K |
Sector Composition
| 1 | Consumer Staples | 8.55% |
| 2 | Technology | 4.88% |
| 3 | Consumer Discretionary | 2.67% |
| 4 | Financials | 2.42% |
| 5 | Communication Services | 2.34% |
