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
$121M
AUM Growth
-$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.33M
3
+$1.14M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.13M
5
DLR icon
Digital Realty Trust
DLR
+$986K

Top Sells

1
+$3.88M
2
+$2.7M
3
+$1.71M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.57M
5
LLY icon
Eli Lilly
LLY
+$570K

Sector Composition

1 Consumer Staples 9.09%
2 Technology 7.73%
3 Consumer Discretionary 2.83%
4 Healthcare 2.65%
5 Financials 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.4M 9.39%
31,844
+2,347
2
$11.3M 9.32%
26,501
+2,640
3
$10.7M 8.77%
68,618
+3,645
4
$9.08M 7.47%
78,908
+1,412
5
$7.01M 5.76%
119,158
+2,642
6
$5.29M 4.35%
31,222
+3,966
7
$4.01M 3.3%
7,102
+390
8
$3.92M 3.22%
23,888
+4,018
9
$3.69M 3.04%
39,289
+663
10
$3.43M 2.82%
203,330
-25,227
11
$3.32M 2.73%
37,462
+837
12
$3M 2.47%
18,653
+8,251
13
$2.75M 2.27%
8,721
+5,059
14
$2.6M 2.14%
134,197
-19,167
15
$2.21M 1.82%
17,390
+8,952
16
$2.19M 1.8%
15,115
+6,472
17
$1.91M 1.57%
27,788
+1,506
18
$1.86M 1.53%
11,670
+2,647
19
$1.82M 1.5%
23,954
+11,409
20
$1.73M 1.42%
10,087
+2,138
21
$1.65M 1.36%
3,074
-1,062
22
$1.41M 1.16%
26,424
+8,826
23
$1.38M 1.14%
9,077
-341
24
$1.37M 1.12%
3,451
+1,229
25
$1.24M 1.02%
10,245
+8,144
1
2 3