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
$144M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$989K
3
+$591K
4
AMZN icon
Amazon
AMZN
+$243K
5
MA icon
Mastercard
MA
+$226K

Top Sells

1
+$5.14M
2
+$5.02M
3
+$4.71M
4
NVDA icon
NVIDIA
NVDA
+$3.48M
5
IAK icon
iShares US Insurance ETF
IAK
+$3.43M

Sector Composition

1 Technology 18.76%
2 Consumer Discretionary 9.28%
3 Consumer Staples 8.96%
4 Financials 6.96%
5 Communication Services 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLP icon
26
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.6B
$1.39M 0.97%
17,774
+614
SKYY icon
27
First Trust Cloud Computing ETF
SKYY
$2.26B
$1.08M 0.74%
7,998
-2,082
SMCI icon
28
Super Micro Computer
SMCI
$12.6B
$993K 0.69%
+20,715
TSLA icon
29
Tesla
TSLA
$1.33T
$628K 0.44%
1,412
+457
HD icon
30
Home Depot
HD
$322B
$608K 0.42%
+1,502
AAPL icon
31
Apple
AAPL
$3.62T
$563K 0.39%
2,211
EIG icon
32
Employers Holdings
EIG
$801M
$432K 0.3%
10,178
+74
XLK icon
33
State Street Technology Select Sector SPDR ETF
XLK
$80.5B
$386K 0.27%
2,742
+228
SCHX icon
34
Schwab US Large- Cap ETF
SCHX
$59.5B
$352K 0.24%
13,357
+37
XOM icon
35
Exxon Mobil
XOM
$714B
$277K 0.19%
2,453
+22
SPDW icon
36
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$35.3B
$273K 0.19%
6,375
IWM icon
37
iShares Russell 2000 ETF
IWM
$68.4B
$267K 0.18%
1,102
+3
BND icon
38
Vanguard Total Bond Market
BND
$151B
$234K 0.16%
3,148
+10
SCHM icon
39
Schwab US Mid-Cap ETF
SCHM
$12.5B
$216K 0.15%
7,288
+31
IAK icon
40
iShares US Insurance ETF
IAK
$370M
– –
-25,478
LLY icon
41
Eli Lilly
LLY
$792B
– –
-4,047
NOW icon
42
ServiceNow
NOW
$110B
– –
-6,910
SPYD icon
43
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$6.98B
– –
-121,023
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