PWS
Peterson Wealth Services Portfolio holdings
AUM
$365M
1-Year Return
27.99%
This Quarter Return
+17.54%
1 Year Return
+27.99%
3 Year Return
+128.19%
5 Year Return
–
10 Year Return
–
AUM
$365M
AUM Growth
+$42.2M
(+13%)
Cap. Flow
+$7.56M
Cap. Flow
% of AUM
2.07%
Top 10 Holdings %
Top 10 Hldgs %
43.66%
Holding
226
New
26
Increased
96
Reduced
49
Closed
5
Top Buys
| 1 |
ASML
ASML
|
$6.06M |
| 2 |
McDonald's
MCD
|
$3.37M |
| 3 |
Tesla
TSLA
|
$2.67M |
| 4 |
AbbVie
ABBV
|
$2.12M |
| 5 |
Celsius Holdings
CELH
|
$636K |
Top Sells
| 1 |
Thermo Fisher Scientific
TMO
|
$3.5M |
| 2 |
Zoetis
ZTS
|
$2.78M |
| 3 |
Merck
MRK
|
$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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Vanguard Dividend Appreciation ETF
VIG
$95.8B
| – | – |
-15
| Closed | -$2.91K |
|