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PWM

Peterson Wealth Management Portfolio holdings

AUM $172M
1-Year Est. Return 22.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1 +$15.4M
2 +$9.77M
3 +$8.79M
4
MSFT icon
Microsoft
MSFT
+$5.16M
5
COST icon
Costco
COST
+$493K

Top Sells

1 +$3.02M
2 +$363K
3 +$264K
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$49K
5
PH icon
Parker-Hannifin
PH
+$47.3K

Sector Composition

1 Technology 12.1%
2 Consumer Staples 8.07%
3 Financials 5.63%
4 Consumer Discretionary 5.13%
5 Utilities 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HAL icon
126
Halliburton
HAL
$33.4B
$11.7K 0.01%
+300
RYN icon
127
Rayonier
RYN
$6.5B
$11.3K 0.01%
+550
DIA icon
128
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.3B
$11.3K 0.01%
+24
BULL
129
Webull Corp
BULL
$3.56B
$11K 0.01%
+2,300
TGT icon
130
Target
TGT
$61.6B
$10.9K 0.01%
+90
USAS
131
Americas Gold and Silver
USAS
$1.7B
$10.4K 0.01%
+2,000
AGNC icon
132
AGNC Investment
AGNC
$11.9B
$10.4K 0.01%
+1,033
BROS icon
133
Dutch Bros
BROS
$9.01B
$10.1K 0.01%
+200
AZN icon
134
AstraZeneca
AZN
$281B
$9.86K 0.01%
+50
TPL icon
135
Texas Pacific Land
TPL
$26.2B
$9.49K 0.01%
+20
ARCC icon
136
Ares Capital
ARCC
$13.8B
$9.32K 0.01%
+517
CCL icon
137
Carnival Corporation Ltd
CCL
$39B
$9.11K 0.01%
+352
V icon
138
Visa
V
$615B
$8.83K 0.01%
+29
CLSK icon
139
CleanSpark
CLSK
$4.32B
$8.51K ﹤0.01%
+1,000
CASY icon
140
Casey's General Stores
CASY
$33.5B
$8.02K ﹤0.01%
+11
DIS icon
141
Walt Disney
DIS
$174B
$7.83K ﹤0.01%
+81
UNP icon
142
Union Pacific
UNP
$161B
$7.54K ﹤0.01%
+31
OKLO
143
Oklo
OKLO
$10.1B
$7.44K ﹤0.01%
+150
TEAM icon
144
Atlassian
TEAM
$22.2B
$6.83K ﹤0.01%
+100
DOW icon
145
Dow Inc
DOW
$24.4B
$6.25K ﹤0.01%
+150
SOUN icon
146
SoundHound AI
SOUN
$3.02B
$5.67K ﹤0.01%
+825
CRDO icon
147
Credo Technology Group
CRDO
$46.5B
$5.63K ﹤0.01%
+60
SRE icon
148
Sempra
SRE
$60.5B
$5.51K ﹤0.01%
+57
PGF icon
149
Invesco Financial Preferred ETF
PGF
$691M
$5.5K ﹤0.01%
+400
FSK icon
150
FS KKR Capital
FSK
$3.07B
$5.47K ﹤0.01%
+537