PWM

Peterson Wealth Management Portfolio holdings

AUM $172M
1-Year Est. Return 22.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$989K
3
+$591K
4
AMZN icon
Amazon
AMZN
+$243K
5
MA icon
Mastercard
MA
+$226K

Top Sells

1
+$5.14M
2
+$5.02M
3
+$4.71M
4
NVDA icon
NVIDIA
NVDA
+$3.48M
5
IAK icon
iShares US Insurance ETF
IAK
+$3.43M

Sector Composition

1 Technology 18.76%
2 Consumer Discretionary 9.28%
3 Consumer Staples 8.96%
4 Financials 6.96%
5 Communication Services 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16M 11.1%
26,689
-8,764
2
$15.7M 10.88%
23,582
-7,349
3
$13M 9.02%
60,361
-9,953
4
$9.76M 6.76%
52,312
-19,952
5
$7.68M 5.32%
34,957
+1,075
6
$6.05M 4.19%
6,537
+213
7
$6.04M 4.18%
50,394
-10,390
8
$5.29M 3.67%
18,955
-6,735
9
$5.07M 3.51%
49,177
+1,947
10
$5.01M 3.47%
8,810
+394
11
$4.89M 3.39%
9,443
-3,178
12
$4.6M 3.18%
14,571
-1,674
13
$4.48M 3.1%
7,919
+80
14
$4.44M 3.08%
82,489
-16,669
15
$4.44M 3.07%
+40,028
16
$3.39M 2.35%
46,127
+566
17
$3.39M 2.35%
16,503
-135
18
$3.36M 2.33%
28,422
-7,420
19
$3.11M 2.16%
4,241
-234
20
$2.56M 1.78%
7,773
-6,515
21
$2M 1.38%
14,419
-2,116
22
$1.81M 1.26%
12,914
-968
23
$1.53M 1.06%
7,499
-8,541
24
$1.5M 1.04%
2,517
-940
25
$1.49M 1.03%
3,032
-2,364
1
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