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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
XLF icon
26
State Street Financial Select Sector SPDR ETF
XLF
$49.7B
$1.19M 0.69%
24,126
+380
MA icon
27
Mastercard
MA
$430B
$972K 0.56%
1,946
+155
AAPL icon
28
Apple
AAPL
$4.3T
$923K 0.54%
3,636
+1,245
RBLX icon
29
Roblox
RBLX
$30.5B
$813K 0.47%
14,380
TSLA icon
30
Tesla
TSLA
$1.49T
$779K 0.45%
2,095
+783
GEV icon
31
GE Vernova
GEV
$252B
$509K 0.3%
583
+218
EIG icon
32
Employers Holdings
EIG
$841M
$426K 0.25%
10,343
+83
XOM icon
33
Exxon Mobil
XOM
$614B
$423K 0.25%
2,491
+17
SKYY icon
34
First Trust Cloud Computing ETF
SKYY
$2.99B
$421K 0.24%
3,851
-421
HD icon
35
Home Depot
HD
$326B
$345K 0.2%
1,050
+85
SCHX icon
36
Schwab US Large- Cap ETF
SCHX
$71.1B
$345K 0.2%
13,436
+39
XLK icon
37
State Street Technology Select Sector SPDR ETF
XLK
$120B
$334K 0.19%
2,517
+294
LLY icon
38
Eli Lilly
LLY
$1.03T
$302K 0.17%
328
+62
SPDW icon
39
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.6B
$296K 0.17%
6,489
IWM icon
40
iShares Russell 2000 ETF
IWM
$81.1B
$270K 0.16%
1,087
+2
BND icon
41
Vanguard Total Bond Market
BND
$157B
$236K 0.14%
3,210
+21
SCHM icon
42
Schwab US Mid-Cap ETF
SCHM
$14.9B
$227K 0.13%
7,338
+18
PH icon
43
Parker-Hannifin
PH
$114B
$191K 0.11%
213
-50
XBI icon
44
State Street SPDR S&P Biotech ETF
XBI
$8.14B
$175K 0.1%
+1,373
LMT icon
45
Lockheed Martin
LMT
$125B
$154K 0.09%
+255
WM icon
46
Waste Management
WM
$88.2B
$140K 0.08%
+609
GOOGL icon
47
Alphabet (Google) Class A
GOOGL
$4.42T
$139K 0.08%
+482
SCHE icon
48
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$134K 0.08%
+4,077
O icon
49
Realty Income
O
$58.5B
$134K 0.08%
+2,190
IVT icon
50
InvenTrust Properties
IVT
$2.76B
$129K 0.07%
+4,235
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