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
$194M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$3.72M
3
+$3.3M
4
INTC icon
Intel
INTC
+$2.51M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.19M

Top Sells

1
+$12.2M
2
+$7.29M
3
+$2.83M
4
WRK
WestRock Company
WRK
+$2.39M
5
SYY icon
Sysco
SYY
+$1.82M

Sector Composition

1 Technology 18.05%
2 Consumer Discretionary 14.62%
3 Financials 11.96%
4 Energy 7.44%
5 Industrials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 1.25%
6,674
+466
27
$2.42M 1.25%
11,511
+236
28
$2.41M 1.24%
14,487
+2,056
29
$2.3M 1.18%
15,739
-6,214
30
$2.28M 1.17%
23,003
+1,328
31
$2.2M 1.13%
10,794
+1,431
32
$2.09M 1.08%
12,284
-6,668
33
$2.06M 1.06%
5,031
-10
34
$2.04M 1.05%
53,755
-192,555
35
$2M 1.03%
+3,671
36
$1.97M 1.01%
7,879
+184
37
$1.93M 0.99%
16,329
+12,789
38
$1.88M 0.97%
17,269
+2,415
39
$1.87M 0.96%
26,134
+1,451
40
$1.86M 0.96%
29,798
+4,276
41
$1.84M 0.94%
6,365
+2,780
42
$1.76M 0.91%
+18,850
43
$1.72M 0.89%
4,580
+332
44
$1.49M 0.77%
11,027
+1,531
45
$1.36M 0.7%
4,762
+822
46
$1.29M 0.66%
29,849
+5,074
47
$1.28M 0.66%
8,223
+1,498
48
$1.25M 0.65%
24,002
+5,143
49
$1.25M 0.64%
7,311
+1,321
50
$1.22M 0.63%
25,875
+4,820
1
2
3 4