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
$141M
AUM Growth
+$2.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$617K
2
+$464K
3
+$371K
4
JPM icon
JPMorgan Chase
JPM
+$360K
5
AVGO icon
Broadcom
AVGO
+$306K

Top Sells

1
+$1M
2
+$384K
3
+$229K
4
AXP icon
American Express
AXP
+$202K
5
VTV icon
Vanguard Value ETF
VTV
+$46.2K

Sector Composition

1 Technology 16.69%
2 Consumer Discretionary 13.46%
3 Financials 13.09%
4 Energy 8.28%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 1.43%
9,306
+686
27
$1.96M 1.39%
20,379
+539
28
$1.91M 1.35%
40,467
+748
29
$1.84M 1.31%
151,820
+4,780
30
$1.82M 1.29%
12,296
+273
31
$1.75M 1.24%
3,453
+154
32
$1.73M 1.23%
6,187
+128
33
$1.68M 1.19%
23,726
+463
34
$1.66M 1.18%
7,756
-98
35
$1.49M 1.06%
24,291
+798
36
$1.48M 1.05%
24,478
+480
37
$1.39M 0.98%
15,358
+5,134
38
$1.36M 0.96%
4,139
+165
39
$1.29M 0.91%
15,591
+1,225
40
$1.07M 0.76%
4,610
+905
41
$1.06M 0.75%
12,397
+536
42
$867K 0.61%
8,729
+1,206
43
$839K 0.59%
9,747
+2,575
44
$813K 0.58%
18,905
+81
45
$797K 0.57%
34,797
+7,661
46
$777K 0.55%
3,468
+862
47
$762K 0.54%
4,190
+1,163
48
$758K 0.54%
6,000
+1,787
49
$752K 0.53%
17,394
+5,121
50
$737K 0.52%
12,263
+2,267
1
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