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
$126M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.77M
3
+$2.72M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.92M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.65M

Top Sells

1
+$2.05M
2
+$1.88M
3
+$1.76M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.17M
5
PFLD icon
AAM Low Duration Preferred and Income Securities ETF
PFLD
+$1.15M

Sector Composition

1 Consumer Staples 8.37%
2 Technology 5.56%
3 Healthcare 3.6%
4 Financials 2.49%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.9M 8.63%
29,497
+4,453
2
$10.6M 8.38%
23,861
+4,324
3
$10.6M 8.36%
64,973
+16,766
4
$9.5M 7.52%
77,496
+11,141
5
$7.32M 5.8%
116,516
+1,958
6
$5.05M 4%
27,256
-1,990
7
$3.88M 3.07%
65,305
+21,842
8
$3.85M 3.05%
228,557
-16,200
9
$3.78M 3%
+38,626
10
$3.77M 2.99%
+36,625
11
$3.61M 2.86%
6,712
+1,947
12
$3.45M 2.74%
19,870
+928
13
$3.01M 2.39%
153,364
-26,798
14
$2.7M 2.14%
129,077
-55,127
15
$1.95M 1.54%
26,282
+3,084
16
$1.94M 1.54%
4,136
+29
17
$1.77M 1.4%
10,402
+2,241
18
$1.71M 1.35%
96,267
-15,182
19
$1.63M 1.29%
9,418
+145
20
$1.62M 1.29%
31,634
+5,936
21
$1.57M 1.24%
36,283
-13,832
22
$1.54M 1.22%
7,949
-262
23
$1.47M 1.16%
9,023
+4,431
24
$1.41M 1.12%
27,871
+5,192
25
$1.4M 1.11%
41,668
-3,853
1
2 3