PWS
Peterson Wealth Services Portfolio holdings
AUM
$405M
1-Year Est. Return
38.72%
This Fund
S&P 500
1 Year Est. Return
+38.72%
AUM
$405M
AUM Growth
+$40.2M
(+11%)
Holding
235
Top Buys
| 1 | +$10.5M | |
| 2 | +$3.85M | |
| 3 | +$2.95M | |
| 4 |
Marathon Petroleum
MPC
|
+$2.53M |
| 5 |
Analog Devices
ADI
|
+$2.07M |
Top Sells
| 1 | +$34.7B | |
| 2 | +$9.94B | |
| 3 | +$7.08B | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$6.11B |
| 5 |
Tesla
TSLA
|
+$5.99B |
Sector Composition
| 1 | Technology | 32.62% |
| 2 | Financials | 12.81% |
| 3 | Consumer Discretionary | 12.22% |
| 4 | Industrials | 10.17% |
| 5 | Energy | 6.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Vistra
VST
$53.7B
| – | – |
-3
|
|
||
|
SW
227
Smurfit Westrock
SW
$21.7B
| – | – |
-213
|
|
||
228
Amgen
AMGN
$184B
| – | – |
-3
|
|
||
229
Alibaba
BABA
$405B
| – | – |
-10
|
|
||
230
ICU Medical
ICUI
$3.7B
| – | – |
-200
|
|
||
231
Lockheed Martin
LMT
$147B
| – | – |
-2
|
|
||
|
NVEE
232
DELISTED
NV5 Global
NVEE
| – | – |
-400
|
|
||
233
Quanta Services
PWR
$70.8B
| – | – |
-2
|
|
||
234
PayPal
PYPL
$49.3B
| – | – |
-14
|
|
||
|
MRP
235
Millrose Properties Inc
MRP
$4.95B
| – | – |
-580
|
|