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
$77.4M
AUM Growth
-$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$779K
3
+$777K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$658K
5
PFLD icon
AAM Low Duration Preferred and Income Securities ETF
PFLD
+$321K

Top Sells

1
+$8.99M
2
+$5.05M
3
+$4.63M
4
SPLB icon
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$4.26M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.56M

Sector Composition

1 Consumer Staples 9.03%
2 Healthcare 4.64%
3 Technology 2.24%
4 Industrials 1.5%
5 Financials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.84M 10.14%
66,083
-7,275
2
$6.07M 7.85%
287,826
-102,338
3
$5.67M 7.32%
39,490
-16,634
4
$5.17M 6.69%
291,921
-65,346
5
$4.71M 6.09%
76,045
+1,151
6
$4.41M 5.7%
26,442
-171
7
$2.97M 3.84%
7,877
-12,262
8
$2.95M 3.81%
10,513
-11,379
9
$2.42M 3.13%
+40,814
10
$2.33M 3.02%
55,343
-5,130
11
$2.01M 2.59%
19,720
+598
12
$1.89M 2.44%
57,821
+4,241
13
$1.69M 2.18%
45,806
-3,287
14
$1.64M 2.11%
73,503
+14,446
15
$1.59M 2.06%
29,539
-9,309
16
$1.57M 2.03%
56,230
-24,772
17
$1.53M 1.98%
3,201
-1,040
18
$1.53M 1.98%
21,226
-16,953
19
$1.36M 1.76%
4,192
+28
20
$1.3M 1.68%
41,388
-3,124
21
$1.22M 1.57%
24,005
-10,048
22
$1.16M 1.5%
7,611
-1,072
23
$1.07M 1.39%
12,294
-1,710
24
$1.06M 1.37%
5,602
-2,335
25
$1.01M 1.3%
7,860
-10,668
1
2 3