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
$162M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.4M
3
+$2.18M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.09M
5
AMD icon
Advanced Micro Devices
AMD
+$2.04M

Top Sells

1
+$2.26M
2
+$2.06M
3
+$1.16M
4
HSY icon
Hershey
HSY
+$1.01M
5
MRVL icon
Marvell Technology
MRVL
+$537K

Sector Composition

1 Technology 19.86%
2 Consumer Staples 10.43%
3 Financials 5.85%
4 Consumer Discretionary 4.84%
5 Healthcare 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13M 8%
23,796
+1,465
2
$12.9M 7.97%
26,949
+1,660
3
$11.1M 6.87%
60,922
+13,164
4
$8.74M 5.4%
68,739
+16,421
5
$6.88M 4.25%
55,663
+17,613
6
$6.17M 3.81%
7,260
+31
7
$5.7M 3.52%
34,538
+537
8
$5.56M 3.44%
24,595
+2,362
9
$5.29M 3.26%
28,983
+6,043
10
$5.05M 3.12%
11,309
+1,239
11
$5.03M 3.11%
23,892
+379
12
$4.86M 3%
25,151
+6,350
13
$4.77M 2.94%
10,808
+5,805
14
$4.24M 2.62%
4,687
+1,198
15
$4.08M 2.52%
10,641
+4,218
16
$4.01M 2.47%
59,191
+8,735
17
$3.91M 2.41%
24,089
+12,592
18
$3.74M 2.31%
14,356
-1,738
19
$3.33M 2.05%
19,634
+298
20
$3.28M 2.03%
35,758
+1,011
21
$3.01M 1.86%
7,409
+2,734
22
$2.98M 1.84%
8,652
+4,087
23
$2.96M 1.83%
16,247
+1,794
24
$2.51M 1.55%
12,262
+870
25
$2.45M 1.51%
32,026
+772
1
2 3