PWS

Peterson Wealth Services Portfolio holdings

AUM $365M
1-Year Est. Return 27.99%
This Quarter Est. Return
1 Year Est. Return
+27.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$8.2M
3
+$5.38M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$5.27M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$5.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.48%
2 Consumer Discretionary 12.77%
3 Financials 9.36%
4 Healthcare 8.51%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 1.57%
+114,227
27
$2.36M 1.57%
+7,027
28
$2.34M 1.55%
+35,528
29
$2.31M 1.53%
+47,160
30
$2.15M 1.43%
+9,132
31
$2.15M 1.43%
+5,496
32
$2.07M 1.38%
+9,724
33
$2.03M 1.35%
+11,668
34
$1.98M 1.31%
+2,960
35
$1.94M 1.29%
+19,617
36
$1.92M 1.28%
+7,567
37
$1.71M 1.13%
+4,534
38
$1.71M 1.13%
+16,982
39
$1.6M 1.06%
+20,366
40
$1.45M 0.96%
+20,222
41
$1.4M 0.93%
+8,313
42
$1.35M 0.89%
+3,083
43
$1.21M 0.81%
+3,610
44
$1.19M 0.79%
+7,688
45
$1.05M 0.7%
+17,598
46
$1.04M 0.69%
+51,270
47
$908K 0.6%
+1,911
48
$561K 0.37%
+7,517
49
$462K 0.31%
+1,700
50
$434K 0.29%
+6,845
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