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
$149M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$833K
3
+$733K
4
HD icon
Home Depot
HD
+$511K
5
ETN icon
Eaton
ETN
+$363K

Top Sells

1
+$3.46M
2
+$2.77M
3
+$2.36M
4
PEP icon
PepsiCo
PEP
+$2.07M
5
MA icon
Mastercard
MA
+$1.87M

Sector Composition

1 Technology 18.48%
2 Consumer Staples 10.28%
3 Consumer Discretionary 6.47%
4 Financials 3.58%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FDN icon
26
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.79B
$1.54M 1.04%
6,930
-2,354
AVGO icon
27
Broadcom
AVGO
$1.76T
$1.41M 0.95%
8,425
+179
SKYY icon
28
First Trust Cloud Computing ETF
SKYY
$3.37B
$1.39M 0.94%
13,589
+96
CIBR icon
29
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.3B
$1.35M 0.91%
21,479
-6,023
CVX icon
30
Chevron
CVX
$311B
$1.34M 0.9%
8,014
+117
MCK icon
31
McKesson
MCK
$100B
$1.22M 0.82%
1,812
+2
RBLX icon
32
Roblox
RBLX
$91.3B
$1.17M 0.79%
20,035
-4,000
MDY icon
33
SPDR S&P MidCap 400 ETF Trust
MDY
$24.1B
$969K 0.65%
1,816
+60
CRWD icon
34
CrowdStrike
CRWD
$137B
$957K 0.64%
2,714
+2,078
XLC icon
35
The Communication Services Select Sector SPDR Fund
XLC
$27.9B
$911K 0.61%
9,447
+1,167
MRVL icon
36
Marvell Technology
MRVL
$76.3B
$800K 0.54%
12,985
-4,256
BRK.B icon
37
Berkshire Hathaway Class B
BRK.B
$1.04T
$691K 0.47%
1,297
-4,428
XLF icon
38
Financial Select Sector SPDR Fund
XLF
$54.5B
$682K 0.46%
13,682
+1,037
TGT icon
39
Target
TGT
$44.1B
$625K 0.42%
5,987
-1
HACK icon
40
Amplify Cybersecurity ETF
HACK
$2.44B
$607K 0.41%
8,453
+75
CAT icon
41
Caterpillar
CAT
$246B
$577K 0.39%
1,749
+63
EIG icon
42
Employers Holdings
EIG
$957M
$508K 0.34%
10,038
+59
ETN icon
43
Eaton
ETN
$146B
$363K 0.24%
+1,335
XLE icon
44
Energy Select Sector SPDR Fund
XLE
$26.2B
$328K 0.22%
3,510
-1
XOM icon
45
Exxon Mobil
XOM
$490B
$299K 0.2%
2,517
+81
SCHX icon
46
Schwab US Large- Cap ETF
SCHX
$62.8B
$294K 0.2%
13,320
SPLV icon
47
Invesco S&P 500 Low Volatility ETF
SPLV
$7.72B
$290K 0.19%
+3,875
META icon
48
Meta Platforms (Facebook)
META
$1.89T
$280K 0.19%
485
+140
SPDW icon
49
SPDR Portfolio Developed World ex-US ETF
SPDW
$31.1B
$232K 0.16%
6,375
BND icon
50
Vanguard Total Bond Market
BND
$138B
$230K 0.16%
3,138
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