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
$107M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.87M
3
+$2.92M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.92M
5
PFLD icon
AAM Low Duration Preferred and Income Securities ETF
PFLD
+$2.65M

Top Sells

1
+$1.57M
2
+$1.28M
3
+$62.5K
4
DVN icon
Devon Energy
DVN
+$36.5K
5
HACK icon
Amplify Cybersecurity ETF
HACK
+$695

Sector Composition

1 Consumer Staples 7.5%
2 Healthcare 3.37%
3 Technology 2.12%
4 Industrials 1.24%
5 Financials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.3M 9.59%
92,243
+26,160
2
$8.26M 7.7%
61,118
+21,628
3
$6.94M 6.47%
19,423
+11,546
4
$6.68M 6.23%
24,991
+14,478
5
$6.5M 6.06%
112,452
+36,407
6
$5.86M 5.46%
307,781
+19,955
7
$5.4M 5.04%
314,951
+23,030
8
$4.47M 4.17%
27,412
+970
9
$4.22M 3.93%
198,028
+124,525
10
$2.77M 2.58%
68,841
+13,498
11
$2.42M 2.26%
25,539
+5,819
12
$2.31M 2.16%
19,471
+15,321
13
$2.21M 2.06%
+128,725
14
$2.17M 2.03%
62,359
+40,305
15
$2.15M 2%
+67,764
16
$1.77M 1.65%
26,580
+5,354
17
$1.75M 1.63%
55,825
-1,996
18
$1.73M 1.61%
50,041
+4,235
19
$1.71M 1.59%
3,617
+416
20
$1.53M 1.43%
30,720
+1,181
21
$1.41M 1.32%
46,523
+5,135
22
$1.41M 1.31%
11,606
+3,746
23
$1.4M 1.3%
4,319
+127
24
$1.33M 1.24%
8,318
+707
25
$1.26M 1.17%
9,093
+3,302
1
2 3