PWM
Peterson Wealth Management Portfolio holdings
AUM
$169M
1-Year Est. Return
20.98%
1 Year Est. Return
+20.98%
AUM
$169M
AUM Growth
+$20.1M
(+14%)
Holding
59
Top Buys
| 1 | +$6.43M | |
| 2 | +$5.14M | |
| 3 | +$4.71M | |
| 4 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$4.48M |
| 5 |
Casey's General Stores
CASY
|
+$4M |
Top Sells
| 1 | +$8.22M | |
| 2 | +$6.89M | |
| 3 | +$3.76M | |
| 4 |
VanEck Semiconductor ETF
SMH
|
+$3.7M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
51
Digital Realty Trust
DLR
$54.6B
| – | – |
-20,577
|
|
||
52
Eaton
ETN
$133B
| – | – |
-1,335
|
|
||
53
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.93B
| – | – |
-6,930
|
|
||
54
Alphabet (Google) Class A
GOOGL
$3.76T
| – | – |
-16,940
|
|
||
55
Amplify Cybersecurity ETF
HACK
$2.23B
| – | – |
-8,453
|
|
||
56
Home Depot
HD
$358B
| – | – |
-10,266
|
|
||
57
McKesson
MCK
$101B
| – | – |
-1,812
|
|
||
58
Marvell Technology
MRVL
$75.2B
| – | – |
-12,985
|
|
||
59
State Street SPDR S&P Dividend ETF
SDY
$20.3B
| – | – |
-60,569
|
|