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
$168M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$1.91M
3
+$1.61M
4
NVDA icon
NVIDIA
NVDA
+$999K
5
LLY icon
Eli Lilly
LLY
+$822K

Top Sells

1
+$3.69M
2
+$3.33M
3
+$3.19M
4
ABT icon
Abbott
ABT
+$1.65M
5
RBLX icon
Roblox
RBLX
+$289K

Sector Composition

1 Technology 21.38%
2 Consumer Staples 10.34%
3 Consumer Discretionary 5.87%
4 Financials 5.39%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.4M 9.19%
26,348
+1,034
2
$15M 8.95%
29,427
+840
3
$10.4M 6.2%
53,212
+3,777
4
$9.45M 5.62%
70,353
+7,436
5
$7.67M 4.56%
58,065
+4,781
6
$6.98M 4.16%
7,622
+325
7
$6.8M 4.04%
30,294
+893
8
$6.52M 3.88%
28,041
+1,460
9
$6.49M 3.86%
25,924
+1,911
10
$6.42M 3.82%
29,243
+2,078
11
$5.75M 3.42%
10,929
+158
12
$5.67M 3.37%
13,445
+1,323
13
$5.19M 3.09%
34,124
-567
14
$4.39M 2.61%
48,592
+2,030
15
$4.24M 2.52%
+21,450
16
$4.06M 2.42%
16,758
+1,397
17
$3.82M 2.27%
4,951
+1,065
18
$3.47M 2.07%
19,090
+358
19
$3.45M 2.05%
8,871
+401
20
$3.11M 1.85%
16,419
+1,301
21
$2.75M 1.64%
35,035
+1,961
22
$2.62M 1.56%
14,761
+413
23
$2.6M 1.54%
5,725
+194
24
$2.58M 1.54%
7,725
+362
25
$2.26M 1.34%
9,284
-13,699
1
2 3