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
$169M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$5.14M
3
+$4.71M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$4.48M
5
CASY icon
Casey's General Stores
CASY
+$4M

Top Sells

1
+$8.22M
2
+$6.89M
3
+$3.76M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$3.7M
5
DLR icon
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
GOOGL icon
51
Alphabet (Google) Class A
GOOGL
$3.26T
– –
-16,940
FDN icon
52
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.78B
– –
-6,930
ETN icon
53
Eaton
ETN
$148B
– –
-1,335
DLR icon
54
Digital Realty Trust
DLR
$61.1B
– –
-20,577
CVX icon
55
Chevron
CVX
$313B
– –
-8,014
CRM icon
56
Salesforce
CRM
$243B
– –
-7,987
CIBR icon
57
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.3B
– –
-21,479
CAT icon
58
Caterpillar
CAT
$247B
– –
-1,749
BRK.B icon
59
Berkshire Hathaway Class B
BRK.B
$1.05T
– –
-1,297
1 2
3