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
$139M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.44M
3
+$1.38M
4
COP icon
ConocoPhillips
COP
+$1.33M
5
MOO icon
VanEck Agribusiness ETF
MOO
+$792K

Top Sells

1
+$3.89M
2
+$2.57M
3
+$1.91M
4
CRM icon
Salesforce
CRM
+$1.13M
5
MSFT icon
Microsoft
MSFT
+$1.07M

Sector Composition

1 Technology 17.35%
2 Financials 12.71%
3 Consumer Discretionary 12.13%
4 Energy 7.69%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 1.44%
39,719
+1,445
27
$1.97M 1.42%
25,832
+1,385
28
$1.97M 1.42%
23,263
+834
29
$1.92M 1.39%
8,620
+6,475
30
$1.82M 1.31%
20,276
+14,761
31
$1.8M 1.3%
21,662
+688
32
$1.79M 1.29%
3,299
+113
33
$1.75M 1.26%
7,854
-887
34
$1.65M 1.19%
6,059
+194
35
$1.51M 1.09%
23,998
+1,062
36
$1.47M 1.06%
14,366
+1,434
37
$1.38M 1%
+23,493
38
$1.38M 0.99%
3,974
+675
39
$1.2M 0.87%
10,224
+416
40
$1.1M 0.79%
11,861
+2,632
41
$952K 0.69%
3,705
-4,146
42
$924K 0.67%
18,824
-681
43
$654K 0.47%
7,172
+1,036
44
$618K 0.45%
7,523
+931
45
$612K 0.44%
1,621
-400
46
$595K 0.43%
3,027
+446
47
$593K 0.43%
27,136
+4,287
48
$581K 0.42%
9,866
+1,561
49
$575K 0.41%
11,320
+1,847
50
$560K 0.4%
2,736
+466
1
2
3 4