PWS

Peterson Wealth Services Portfolio holdings

AUM $391M
1-Year Est. Return 29.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$4.55M
3
+$2.9M
4
ORCL icon
Oracle
ORCL
+$2.81M
5
COP icon
ConocoPhillips
COP
+$2.43M

Top Sells

1
+$5.16M
2
+$2.9M
3
+$2.77M
4
VTV icon
Vanguard Value ETF
VTV
+$2.25M
5
NVDA icon
NVIDIA
NVDA
+$1.44M

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
– –
-99
227
– –
-86
228
– –
-44
229
– –
-1,602
230
– –
-163
231
– –
-70
6 7 8 9
10