PWM

Peterson Wealth Management Portfolio holdings

AUM $135M
1-Year Est. Return 19.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
-$9.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$7.2M
2
+$7.17M
3
+$5.94M
4
CRWD icon
CrowdStrike
CRWD
+$5.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.11M

Top Sells

1
+$6.2M
2
+$4.89M
3
+$4.48M
4
MA icon
Mastercard
MA
+$3.92M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.59M

Sector Composition

1 Technology 12.24%
2 Consumer Staples 8.47%
3 Financials 7.7%
4 Consumer Discretionary 6.66%
5 Communication Services 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
26
Apple
AAPL
$3.67T
$650K 0.48%
2,391
+180
TSLA icon
27
Tesla
TSLA
$1.47T
$590K 0.44%
1,312
-100
SKYY icon
28
First Trust Cloud Computing ETF
SKYY
$2.45B
$556K 0.41%
4,272
-3,726
EIG icon
29
Employers Holdings
EIG
$764M
$443K 0.33%
10,260
+82
SCHX icon
30
Schwab US Large- Cap ETF
SCHX
$62B
$361K 0.27%
13,397
+40
HD icon
31
Home Depot
HD
$338B
$332K 0.25%
965
-537
XLK icon
32
State Street Technology Select Sector SPDR ETF
XLK
$86.4B
$320K 0.24%
2,223
-519
XOM icon
33
Exxon Mobil
XOM
$651B
$298K 0.22%
2,474
+21
SPDW icon
34
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$36.3B
$288K 0.21%
6,489
+114
LLY icon
35
Eli Lilly
LLY
$880B
$286K 0.21%
+266
IWM icon
36
iShares Russell 2000 ETF
IWM
$69.4B
$267K 0.2%
1,085
-17
UNH icon
37
UnitedHealth
UNH
$256B
$264K 0.2%
+800
GEV icon
38
GE Vernova
GEV
$217B
$239K 0.18%
+365
BND icon
39
Vanguard Total Bond Market
BND
$151B
$236K 0.18%
3,189
+41
PH icon
40
Parker-Hannifin
PH
$112B
$231K 0.17%
+263
SCHM icon
41
Schwab US Mid-Cap ETF
SCHM
$12.8B
$220K 0.16%
7,320
+32
CASY icon
42
Casey's General Stores
CASY
$24.5B
– –
-7,919
CTAS icon
43
Cintas
CTAS
$77.7B
– –
-16,503
MSFT icon
44
Microsoft
MSFT
$2.94T
– –
-9,443
SMCI icon
45
Super Micro Computer
SMCI
$18.5B
– –
-20,715
SPLV icon
46
Invesco S&P 500 Low Volatility ETF
SPLV
$8.18B
– –
-46,127
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