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PWM

Peck Wealth Management Portfolio holdings

AUM $99.7M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.7M
AUM Growth
-$6.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$749K
3
+$481K
4
FLMI icon
Franklin Dynamic Municipal Bond ETF
FLMI
+$290K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$255K

Top Sells

1
+$984K
2
+$645K
3
+$458K
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$441K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$375K

Sector Composition

1 Technology 18.38%
2 Consumer Discretionary 4.87%
3 Financials 4.26%
4 Industrials 2.21%
5 Communication Services 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TOUS icon
51
T. Rowe Price International Equity ETF
TOUS
$1.54B
$450K 0.45%
13,038
-1,220
MRK icon
52
Merck
MRK
$320B
$440K 0.44%
3,659
JSCP icon
53
JPMorgan Short Duration Core Plus ETF
JSCP
$1.6B
$436K 0.44%
9,217
+5,050
GLW icon
54
Corning
GLW
$169B
$388K 0.39%
2,857
-1,600
PLTR icon
55
Palantir
PLTR
$310B
$351K 0.35%
2,400
BNY
56
Bank of New York Mellon
BNY
$101B
$350K 0.35%
2,954
VOO icon
57
Vanguard S&P 500 ETF
VOO
$980B
$340K 0.34%
569
PEP icon
58
PepsiCo
PEP
$197B
$336K 0.34%
2,162
BRK.B icon
59
Berkshire Hathaway Class B
BRK.B
$1.1T
$335K 0.34%
700
WMT icon
60
Walmart Inc
WMT
$890B
$332K 0.33%
2,674
-200
IGM icon
61
iShares Expanded Tech Sector ETF
IGM
$10.3B
$329K 0.33%
2,776
CAT icon
62
Caterpillar
CAT
$444B
$310K 0.31%
437
HD icon
63
Home Depot
HD
$357B
$295K 0.3%
897
-200
NYF icon
64
iShares New York Muni Bond ETF
NYF
$1.37B
$280K 0.28%
5,275
+1,975
GOOGL icon
65
Alphabet (Google) Class A
GOOGL
$4.39T
$280K 0.28%
974
AXP icon
66
American Express
AXP
$240B
$272K 0.27%
900
-122
VPU
67
Vanguard Utilities ETF
VPU
$8.77B
$256K 0.26%
1,293
-5,065
RSP icon
68
Invesco S&P 500 Equal Weight ETF
RSP
$92.6B
$256K 0.26%
1,333
MINT icon
69
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.4B
$235K 0.24%
2,340
+465
MCO icon
70
Moody's
MCO
$85.7B
$218K 0.22%
500
GE icon
71
GE Aerospace
GE
$394B
$213K 0.21%
750
TJX icon
72
TJX Companies
TJX
$170B
$192K 0.19%
1,200
GEV icon
73
GE Vernova
GEV
$299B
$163K 0.16%
187
KO icon
74
Coca-Cola
KO
$362B
$157K 0.16%
2,063
-93
CSCO icon
75
Cisco
CSCO
$444B
$155K 0.16%
2,000
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3
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