We are live on ! Find out more
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
NEE icon
101
NextEra Energy
NEE
$184B
$55.7K 0.06%
600
EMN icon
102
Eastman Chemical
EMN
$7.87B
$55.1K 0.06%
722
-150
T icon
103
AT&T
T
$143B
$54.9K 0.06%
1,894
NOW icon
104
ServiceNow
NOW
$110B
$52.3K 0.05%
500
TMO icon
105
Thermo Fisher Scientific
TMO
$195B
$49.2K 0.05%
100
LVHI icon
106
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.05B
$48.6K 0.05%
1,200
IBDR icon
107
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.51B
$48.5K 0.05%
2,000
RTX icon
108
RTX Corp
RTX
$268B
$47.3K 0.05%
245
MMIN icon
109
IQ MacKay Municipal Insured ETF
MMIN
$457M
$45K 0.05%
1,900
IVE icon
110
iShares S&P 500 Value ETF
IVE
$49.1B
$41K 0.04%
194
DUK icon
111
Duke Energy
DUK
$101B
$39.3K 0.04%
300
LLY icon
112
Eli Lilly
LLY
$1.08T
$35.9K 0.04%
39
RSG icon
113
Republic Services
RSG
$66.9B
$29.1K 0.03%
133
-300
ES icon
114
Eversource Energy
ES
$28B
$27.7K 0.03%
400
-297
STT icon
115
State Street
STT
$47.2B
$27.3K 0.03%
216
ADBE icon
116
Adobe
ADBE
$87.3B
$24.3K 0.02%
100
VZ icon
117
Verizon
VZ
$178B
$23.6K 0.02%
471
GILD icon
118
Gilead Sciences
GILD
$163B
$23K 0.02%
165
-170
MMM icon
119
3M
MMM
$83.7B
$21.8K 0.02%
150
GEHC icon
120
GE HealthCare
GEHC
$29.8B
$17.8K 0.02%
250
PEG icon
121
Public Service Enterprise Group
PEG
$40.7B
$12.1K 0.01%
150
XONE icon
122
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
$768M
$4.95K 0.01%
100
HFXI icon
123
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.88B
– –
-300
PANW icon
124
Palo Alto Networks
PANW
$284B
– –
-1,600
PGR icon
125
Progressive
PGR
$135B
– –
-600
2 3 4
5
6