PWS
Peterson Wealth Services Portfolio holdings
AUM
$391M
1-Year Est. Return
29.44%
This Fund
S&P 500
1 Year Est. Return
+29.44%
AUM
$405M
AUM Growth
+$40.2M
(+11%)
Holding
235
Top Buys
| 1 | +$60.4M | |
| 2 | +$37.9M | |
| 3 | +$27.9M | |
| 4 |
Nucor
NUE
|
+$20.8M |
| 5 |
Analog Devices
ADI
|
+$20.5M |
Top Sells
| 1 | +$26.6M | |
| 2 | +$25.3M | |
| 3 | +$21.7M | |
| 4 |
Tesla
TSLA
|
+$15.6M |
| 5 |
Palantir
PLTR
|
+$13.3M |
Sector Composition
| 1 | Technology | 32.63% |
| 2 | Financials | 12.8% |
| 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
Elevance Health
ELV
$64.5B
| – | – |
-3
|
|
||
227
Freeport-McMoran
FCX
$83.3B
| – | – |
-22
|
|
||
228
International Bancshares
IBOC
$4.16B
| – | – |
-16
|
|
||
229
ICU Medical
ICUI
$3.13B
| – | – |
-200
|
|
||
230
Intel
INTC
$229B
| – | – |
-5
|
|
||
|
JNPR
231
DELISTED
Juniper Networks
JNPR
| – | – |
-4,758
|
|
||
232
Lockheed Martin
LMT
$148B
| – | – |
-2
|
|
||
|
NVEE
233
DELISTED
NV5 Global
NVEE
| – | – |
-400
|
|
||
234
Quanta Services
PWR
$85.9B
| – | – |
-2
|
|
||
235
PayPal
PYPL
$41.8B
| – | – |
-14
|
|