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
$163M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.08M
3
+$983K
4
CNQ icon
Canadian Natural Resources
CNQ
+$747K
5
MOO icon
VanEck Agribusiness ETF
MOO
+$632K

Top Sells

1
+$2.4M
2
+$1.71M
3
+$1.21M
4
FDUS icon
Fidus Investment
FDUS
+$340K
5
BBY icon
Best Buy
BBY
+$320K

Sector Composition

1 Technology 18.34%
2 Consumer Discretionary 12.5%
3 Financials 12.28%
4 Industrials 7.23%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.47M 1.52%
11,080
+1,948
27
$2.42M 1.49%
7,851
+824
28
$2.33M 1.43%
38,274
+2,746
29
$2.22M 1.37%
24,447
+2,176
30
$2.17M 1.33%
11,509
+832
31
$2.14M 1.32%
5,865
+369
32
$1.94M 1.19%
12,932
+1,264
33
$1.91M 1.17%
5,097
+597
34
$1.88M 1.16%
3,186
+226
35
$1.88M 1.15%
8,846
+1,279
36
$1.87M 1.15%
20,974
+1,357
37
$1.83M 1.13%
22,429
+2,063
38
$1.47M 0.9%
22,936
+2,714
39
$1.4M 0.86%
9,808
+1,495
40
$1.37M 0.84%
3,299
+216
41
$1.23M 0.76%
9,229
+1,541
42
$1.1M 0.67%
57,642
+6,372
43
$1.08M 0.67%
19,505
+1,907
44
$913K 0.56%
2,021
+110
45
$577K 0.35%
8,305
+788
46
$564K 0.35%
6,592
+155
47
$552K 0.34%
2,581
+543
48
$551K 0.34%
5,515
+319
49
$540K 0.33%
2,270
+471
50
$537K 0.33%
22,849
+702
1
2
3 4