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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
APP icon
151
Applovin
APP
$161B
$5.17K ﹤0.01%
+13
AI icon
152
C3.ai
AI
$1.64B
$5.05K ﹤0.01%
+600
COPX icon
153
Global X Copper Miners ETF NEW
COPX
$7.73B
$4.73K ﹤0.01%
+62
BRSL
154
Brightstar Lottery PLC
BRSL
$2.17B
$4.26K ﹤0.01%
+334
UBER icon
155
Uber
UBER
$142B
$3.6K ﹤0.01%
+50
LODE icon
156
Comstock
LODE
$310M
$3.48K ﹤0.01%
+1,142
XHB icon
157
State Street SPDR S&P Homebuilders ETF
XHB
$1.66B
$3.46K ﹤0.01%
35
-27,522
RKLB icon
158
Rocket Lab Corp
RKLB
$71.7B
$3.21K ﹤0.01%
+50
GPN icon
159
Global Payments
GPN
$17.9B
$2.8K ﹤0.01%
+42
SPLV icon
160
Invesco S&P 500 Low Volatility ETF
SPLV
$7.03B
$2.43K ﹤0.01%
+33
SOLS
161
Solstice Advanced Materials
SOLS
$12.9B
$2.13K ﹤0.01%
+28
MICC
162
The Magnum Ice Cream Company N.V.
MICC
$11B
$1.66K ﹤0.01%
+111
UP icon
163
Wheels Up
UP
$251M
$1.03K ﹤0.01%
+100
IONQ icon
164
IonQ
IONQ
$21.6B
$288 ﹤0.01%
+10
RGTI icon
165
Rigetti Computing
RGTI
$6.86B
$140 ﹤0.01%
+10
FPEI icon
166
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.89B
$89 ﹤0.01%
+5
UNH icon
167
UnitedHealth
UNH
$368B
– –
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