Asset Manager
← All Institutions
PETERSON WEALTH MANAGEMENT
Market Value
$0
-100.0%
Holdings
41
-5
New Purchases
0
Added To
0
Closed
41
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 21 | $0 | 0% |
| Large Cap | 17 | $0 | 0% |
| Mid Cap | 1 | $0 | 0% |
| Small Cap | 2 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$712.9B
Median Market Cap
$205.8B
Avg P/E
56.0
Median P/E
30.9
Avg Dividend Yield
0.01%
Avg Beta
1.02
# Stocks
24
# ETFs / Funds
17
Top Holdings (41 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | XOM | —% | — | — | — | -$298K | -2,474 | -100.0% | SOLD |
| 2 | TSM | —% | — | — | — | -$3M | -9,523 | -100.0% | SOLD |
| 3 | NEE | —% | — | — | — | -$4M | -46,329 | -100.0% | SOLD |
| 4 | HD | —% | — | — | — | -$332K | -965 | -100.0% | SOLD |
| 5 | GEV | —% | — | — | — | -$239K | -365 | -100.0% | SOLD |
| 6 | JPM | —% | — | — | — | -$5M | -14,746 | -100.0% | SOLD |
| 7 | PH | —% | — | — | — | -$231K | -263 | -100.0% | SOLD |
| 8 | LLY | —% | — | — | — | -$286K | -266 | -100.0% | SOLD |
| 9 | MA | —% | — | — | — | -$1M | -1,791 | -100.0% | SOLD |
| 10 | EIG | —% | — | — | — | -$443K | -10,260 | -100.0% | SOLD |
| 11 | UNH | —% | — | — | — | -$264K | -800 | -100.0% | SOLD |
| 12 | RBLX | —% | — | — | — | -$1M | -14,380 | -100.0% | SOLD |
| 13 | COST | —% | — | — | — | -$5M | -6,078 | -100.0% | SOLD |
| 14 | AMZN | —% | — | — | — | -$8M | -34,824 | -100.0% | SOLD |
| 15 | AAPL | —% | — | — | — | -$650K | -2,391 | -100.0% | SOLD |
| 16 | BND | —% | — | — | — | -$236K | -3,189 | -100.0% | SOLD |
| 17 | CRWD | —% | — | — | — | -$6M | -13,153 | -100.0% | SOLD |
| 18 | META | —% | — | — | — | -$3M | -4,498 | -100.0% | SOLD |
| 19 | PANW | —% | — | — | — | -$2M | -9,601 | -100.0% | SOLD |
| 20 | IWM | —% | — | — | — | -$267K | -1,085 | -100.0% | SOLD |
| 21 | PEP | —% | — | — | — | -$1M | -9,560 | -100.0% | SOLD |
| 22 | QQQ | —% | — | — | — | -$24M | -38,430 | -100.0% | SOLD |
| 23 | XLF | —% | — | — | — | -$1M | -23,746 | -100.0% | SOLD |
| 24 | XLY | —% | — | — | — | -$5M | -38,280 | -100.0% | SOLD |
| 25 | VIG | —% | — | — | — | -$10M | -43,950 | -100.0% | SOLD |
| 26 | SKYY | —% | — | — | — | -$556K | -4,272 | -100.0% | SOLD |
| 27 | SPY | —% | — | — | — | -$23M | -34,194 | -100.0% | SOLD |
| 28 | XLV | —% | — | — | — | -$6M | -39,664 | -100.0% | SOLD |
| 29 | XLC | —% | — | — | — | -$2M | -15,196 | -100.0% | SOLD |
| 30 | WMT | —% | — | — | — | -$5M | -42,923 | -100.0% | SOLD |
| 31 | AVGO | —% | — | — | — | -$1M | -4,207 | -100.0% | SOLD |
| 32 | NVDA | —% | — | — | — | -$4M | -19,025 | -100.0% | SOLD |
| 33 | SPDW | —% | — | — | — | -$288K | -6,489 | -100.0% | SOLD |
| 34 | TSLA | —% | — | — | — | -$590K | -1,312 | -100.0% | SOLD |
| 35 | XLK | —% | — | — | — | -$320K | -2,223 | -100.0% | SOLD |
| 36 | MDY | —% | — | — | — | -$2M | -2,495 | -100.0% | SOLD |
| 37 | SCHX | —% | — | — | — | -$361K | -13,397 | -100.0% | SOLD |
| 38 | SCHM | —% | — | — | — | -$220K | -7,320 | -100.0% | SOLD |
| 39 | XHB | —% | — | — | — | -$3M | -27,557 | -100.0% | SOLD |
| 40 | BRK-B | —% | — | — | — | -$4M | -8,257 | -100.0% | SOLD |
| 41 | XLP | —% | — | — | — | -$1M | -16,311 | -100.0% | SOLD |