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
$104M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$792K
3
+$488K
4
SCHW icon
Charles Schwab
SCHW
+$463K
5
LLY icon
Eli Lilly
LLY
+$383K

Top Sells

1
+$1.12M
2
+$1.01M
3
+$309K
4
AAPL icon
Apple
AAPL
+$265K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$264K

Sector Composition

1 Consumer Staples 9.53%
2 Healthcare 4.05%
3 Technology 2.71%
4 Financials 1.83%
5 Industrials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.21M 7.86%
66,355
-712
2
$8.04M 7.69%
25,044
-963
3
$8M 7.66%
19,537
-644
4
$7.42M 7.11%
48,207
-345
5
$7.15M 6.84%
114,558
+12,696
6
$5.33M 5.1%
29,246
+2,675
7
$4.1M 3.92%
244,757
-60,054
8
$3.88M 3.71%
184,204
-2,367
9
$3.48M 3.33%
180,162
-57,910
10
$2.86M 2.74%
18,942
-155
11
$2.59M 2.48%
+43,463
12
$2.37M 2.27%
4,765
+32
13
$2.05M 1.97%
19,475
-68
14
$2.04M 1.95%
50,115
-420
15
$1.88M 1.8%
60,275
-1,359
16
$1.87M 1.79%
111,449
-4,170
17
$1.76M 1.69%
51,890
-902
18
$1.73M 1.66%
23,198
-510
19
$1.51M 1.45%
9,273
-17
20
$1.46M 1.4%
45,521
-240
21
$1.41M 1.35%
4,107
+1,115
22
$1.35M 1.3%
8,211
-1,610
23
$1.33M 1.27%
25,698
-562
24
$1.3M 1.25%
12,859
-344
25
$1.28M 1.23%
6,272
-74
1
2 3