PWS
Peterson Wealth Services Portfolio holdings
AUM
$365M
1-Year Est. Return
27.99%
1 Year Est. Return
+27.99%
AUM
$365M
AUM Growth
+$42.2M
(+13%)
Holding
226
Top Buys
| 1 | +$6.06M | |
| 2 | +$3.37M | |
| 3 | +$2.67M | |
| 4 |
AbbVie
ABBV
|
+$2.12M |
| 5 |
Celsius Holdings
CELH
|
+$636K |
Top Sells
| 1 | +$3.5M | |
| 2 | +$2.78M | |
| 3 | +$2.28M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$642K |
| 5 |
Apple
AAPL
|
+$524K |
Sector Composition
| 1 | Technology | 30.46% |
| 2 | Financials | 13.69% |
| 3 | Consumer Discretionary | 11.87% |
| 4 | Industrials | 9.15% |
| 5 | Consumer Staples | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Vanguard Dividend Appreciation ETF
VIG
$98.6B
| – | – |
-15
|
|