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
$156M
AUM Growth
-$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.58M
3
+$938K
4
NVDA icon
NVIDIA
NVDA
+$881K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$871K

Top Sells

1
+$4.08M
2
+$3.28M
3
+$2.37M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.28M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.2M

Sector Composition

1 Technology 18.44%
2 Consumer Staples 10.94%
3 Consumer Discretionary 5.43%
4 Financials 5.33%
5 Healthcare 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.5M 9.28%
25,314
+1,518
2
$14M 8.92%
28,587
+1,638
3
$9.79M 6.26%
49,435
-11,487
4
$7.64M 4.88%
62,917
+7,254
5
$7.57M 4.84%
53,284
-15,455
6
$6.47M 4.13%
7,297
+37
7
$6M 3.84%
26,581
+1,986
8
$5.9M 3.77%
34,691
+153
9
$5.89M 3.76%
29,401
+418
10
$5.6M 3.58%
24,013
+121
11
$5.32M 3.4%
10,771
-37
12
$5.22M 3.33%
12,122
+813
13
$5.06M 3.23%
27,165
+2,014
14
$3.77M 2.41%
15,361
+1,005
15
$3.76M 2.4%
46,562
-12,629
16
$3.69M 2.36%
22,479
-1,610
17
$3.44M 2.2%
3,886
-801
18
$3.43M 2.19%
8,470
-182
19
$3.39M 2.17%
22,983
+10,721
20
$3.2M 2.05%
18,732
-902
21
$3.19M 2.04%
+25,604
22
$2.75M 1.75%
33,074
+1,048
23
$2.55M 1.63%
5,531
-1,878
24
$2.51M 1.6%
15,118
-1,129
25
$2.32M 1.48%
14,348
-120
1
2 3