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
$175M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$9.75M
3
+$7.5M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.99M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.3M

Top Sells

1
+$3.44M
2
+$1.9M
3
+$1.55M
4
MKSI icon
MKS Inc
MKSI
+$1.29M
5
NVDA icon
NVIDIA
NVDA
+$1.22M

Sector Composition

1 Technology 11.14%
2 Consumer Discretionary 10.56%
3 Financials 10.38%
4 Energy 7.41%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 1.23%
40,950
+483
27
$2.14M 1.22%
9,363
+57
28
$2.09M 1.19%
16,936
+1,105
29
$1.99M 1.14%
6,208
+21
30
$1.99M 1.14%
+14,637
31
$1.95M 1.12%
3,542
+89
32
$1.93M 1.1%
5,041
+3,387
33
$1.87M 1.07%
13,925
-25,637
34
$1.82M 1.04%
12,431
+135
35
$1.82M 1.04%
23,782
+56
36
$1.74M 1%
24,683
+205
37
$1.64M 0.94%
7,695
-61
38
$1.61M 0.92%
25,522
+1,231
39
$1.52M 0.87%
14,854
-504
40
$1.49M 0.85%
4,248
+109
41
$1.19M 0.68%
10,707
+960
42
$1.11M 0.63%
9,496
+767
43
$1.04M 0.59%
3,363
+330
44
$1.02M 0.59%
4,646
+456
45
$1.02M 0.58%
3,940
+472
46
$1M 0.57%
68,540
-83,280
47
$950K 0.54%
38,794
+3,997
48
$947K 0.54%
21,055
+2,165
49
$943K 0.54%
24,775
+3,071
50
$940K 0.54%
5,990
+602
1
2
3 4