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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
$172M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$9.77M
3
+$8.79M
4
MSFT icon
Microsoft
MSFT
+$5.16M
5
COST icon
Costco
COST
+$493K

Top Sells

1
+$3.02M
2
+$363K
3
+$264K
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$49K
5
PH icon
Parker-Hannifin
PH
+$47.3K

Sector Composition

1 Technology 12.1%
2 Consumer Staples 8.07%
3 Financials 5.63%
4 Consumer Discretionary 5.13%
5 Utilities 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$770B
$22.5M 13.06%
34,639
+445
QQQ icon
2
Invesco QQQ Trust
QQQ
$476B
$22.3M 12.94%
38,680
+250
VCIT icon
3
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$15.3M 8.85%
+184,551
XLU icon
4
State Street Utilities Select Sector SPDR ETF
XLU
$22.6B
$9.99M 5.79%
+217,801
VIG icon
5
Vanguard Dividend Appreciation ETF
VIG
$108B
$9.72M 5.63%
45,179
+1,229
CIBR icon
6
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.1B
$8.21M 4.76%
+131,061
AMZN icon
7
Amazon
AMZN
$2.6T
$7.44M 4.31%
35,712
+888
COST icon
8
Costco
COST
$433B
$6.56M 3.8%
6,584
+506
XLV icon
9
State Street Health Care Select Sector SPDR ETF
XLV
$39.3B
$5.9M 3.42%
40,241
+577
WMT icon
10
Walmart Inc
WMT
$959B
$5.5M 3.19%
44,285
+1,362
CRWD icon
11
CrowdStrike
CRWD
$176B
$5.48M 3.18%
14,041
+888
MSFT icon
12
Microsoft
MSFT
$2.9T
$4.57M 2.65%
+12,343
NEE icon
13
NextEra Energy
NEE
$177B
$4.54M 2.63%
48,859
+2,530
XLY icon
14
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.5B
$4.36M 2.53%
40,030
+1,750
BRK.B icon
15
Berkshire Hathaway Class B
BRK.B
$1.05T
$4.07M 2.36%
8,486
+229
JPM icon
16
JPMorgan Chase
JPM
$840B
$3.99M 2.31%
13,550
-1,196
NVDA icon
17
NVIDIA
NVDA
$4.96T
$3.32M 1.93%
19,057
+32
TSM icon
18
TSMC
TSM
$2.18T
$3.2M 1.86%
9,473
-50
META icon
19
Meta Platforms (Facebook)
META
$1.44T
$2.69M 1.56%
4,697
+199
PANW icon
20
Palo Alto Networks
PANW
$228B
$1.78M 1.03%
11,104
+1,503
XLC icon
21
State Street Communication Services Select Sector SPDR ETF
XLC
$24.1B
$1.72M 1%
15,488
+292
MDY icon
22
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.9B
$1.55M 0.9%
2,518
+23
PEP icon
23
PepsiCo
PEP
$196B
$1.5M 0.87%
9,649
+89
AVGO icon
24
Broadcom
AVGO
$1.83T
$1.38M 0.8%
4,459
+252
XLP icon
25
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$1.33M 0.77%
16,218
-93
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