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
$138M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.07M
3
+$1.61M
4
ABT icon
Abbott
ABT
+$1.37M
5
CVX icon
Chevron
CVX
+$1.22M

Top Sells

1
+$2.26M
2
+$1.64M
3
+$1.39M
4
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$734K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$562K

Sector Composition

1 Technology 17.51%
2 Consumer Staples 11.72%
3 Healthcare 4.77%
4 Financials 4.43%
5 Consumer Discretionary 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.7M 8.44%
22,331
+732
2
$11.2M 8.11%
25,289
+818
3
$8.72M 6.3%
47,758
-3,080
4
$6.87M 4.96%
52,318
-10,586
5
$5.95M 4.3%
34,001
+1,587
6
$5.3M 3.83%
7,229
+2,195
7
$4.63M 3.34%
22,233
+669
8
$4.24M 3.06%
10,070
+1,718
9
$4.22M 3.05%
22,940
+504
10
$4.03M 2.91%
23,513
+12,069
11
$3.81M 2.75%
38,907
-554
12
$3.62M 2.62%
16,094
+1,253
13
$3.44M 2.48%
38,050
+9,180
14
$3.39M 2.45%
18,801
+1,040
15
$3.29M 2.37%
34,747
-808
16
$3.04M 2.19%
50,456
+12,953
17
$2.75M 1.98%
+19,336
18
$2.71M 1.96%
3,489
+700
19
$2.41M 1.74%
5,003
+1,259
20
$2.39M 1.72%
31,254
+2,016
21
$2.37M 1.71%
24,744
+540
22
$2.34M 1.69%
11,392
-47
23
$2.18M 1.58%
14,453
+4,294
24
$2.08M 1.5%
11,497
+2,335
25
$2.06M 1.49%
6,423
+1,946
1
2 3