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
$169M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$5.14M
3
+$4.71M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.48M
5
CASY icon
Casey's General Stores
CASY
+$4M

Top Sells

1
+$8.22M
2
+$6.89M
3
+$3.76M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$3.7M
5
DLR icon
Digital Realty Trust
DLR
+$2.95M

Sector Composition

1 Technology 20.96%
2 Consumer Staples 7.54%
3 Consumer Discretionary 6.96%
4 Financials 5.88%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEP icon
26
PepsiCo
PEP
$204B
$1.83M 1.09%
13,882
-6,466
RBLX icon
27
Roblox
RBLX
$64B
$1.74M 1.03%
16,535
-3,500
NOW icon
28
ServiceNow
NOW
$180B
$1.42M 0.84%
+1,382
XLP icon
29
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.2B
$1.39M 0.82%
17,160
-18,385
SKYY icon
30
First Trust Cloud Computing ETF
SKYY
$3.16B
$1.23M 0.73%
10,080
-3,509
EIG icon
31
Employers Holdings
EIG
$945M
$477K 0.28%
10,104
+66
AAPL icon
32
Apple
AAPL
$4.12T
$454K 0.27%
2,211
-8,155
SCHX icon
33
Schwab US Large- Cap ETF
SCHX
$63.4B
$326K 0.19%
13,320
XLK icon
34
State Street Technology Select Sector SPDR ETF
XLK
$47.7B
$318K 0.19%
1,257
-27,217
TSLA icon
35
Tesla
TSLA
$1.52T
$303K 0.18%
+955
XOM icon
36
Exxon Mobil
XOM
$502B
$262K 0.16%
2,431
-86
SPDW icon
37
SPDR Portfolio Developed World ex-US ETF
SPDW
$33.4B
$258K 0.15%
6,375
IWM icon
38
iShares Russell 2000 ETF
IWM
$74.6B
$237K 0.14%
+1,099
BND icon
39
Vanguard Total Bond Market
BND
$144B
$231K 0.14%
3,138
SCHM icon
40
Schwab US Mid-Cap ETF
SCHM
$12.5B
$204K 0.12%
+7,257
BRK.B icon
41
Berkshire Hathaway Class B
BRK.B
$1.07T
– –
-1,297
CAT icon
42
Caterpillar
CAT
$292B
– –
-1,749
SMH icon
43
VanEck Semiconductor ETF
SMH
$36.9B
– –
-17,489
TGT icon
44
Target
TGT
$44.4B
– –
-5,987
WM icon
45
Waste Management
WM
$86.3B
– –
-9,623
XLE icon
46
State Street Energy Select Sector SPDR ETF
XLE
$13.8B
– –
-3,510
XLV icon
47
State Street Health Care Select Sector SPDR ETF
XLV
$40.4B
– –
-16,149
CIBR icon
48
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.2B
– –
-21,479
CRM icon
49
Salesforce
CRM
$247B
– –
-7,987
CVX icon
50
Chevron
CVX
$301B
– –
-8,014
1
2
3