PWS
Peterson Wealth Services Portfolio holdings
AUM
$365M
1-Year Est. Return
27.99%
1 Year Est. Return
+27.99%
AUM
$323M
AUM Growth
-$10.3M
(-3.1%)
Holding
231
Top Buys
| 1 | +$10.5M | |
| 2 | +$5.09M | |
| 3 | +$2.79M | |
| 4 |
ConocoPhillips
COP
|
+$2.56M |
| 5 |
Oracle
ORCL
|
+$2.41M |
Top Sells
| 1 | +$4.01M | |
| 2 | +$3.67M | |
| 3 | +$3.55M | |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$2.72M |
| 5 |
Vanguard Value ETF
VTV
|
+$2.22M |
Sector Composition
| 1 | Technology | 27.68% |
| 2 | Financials | 14.57% |
| 3 | Consumer Discretionary | 10.51% |
| 4 | Healthcare | 9.55% |
| 5 | Energy | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
SoFi Technologies
SOFI
$34.3B
| – | – |
-54
|
|
||
227
Tapestry
TPR
$24.1B
| – | – |
-99
|
|
||
228
Tractor Supply
TSCO
$29.3B
| – | – |
-86
|
|
||
229
Vanguard Mid-Cap ETF
VO
$88.4B
| – | – |
-44
|
|
||
230
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
| – | – |
-1,602
|
|
||
|
XIFR
231
XPLR Infrastructure LP
XIFR
$964M
| – | – |
-163
|
|