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
$208M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$3.46M
3
+$3.12M
4
ZION icon
Zions Bancorporation
ZION
+$2.2M
5
AMZN icon
Amazon
AMZN
+$2.07M

Top Sells

1
+$10.8M
2
+$5.36M
3
+$4.1M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.08M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.83M

Sector Composition

1 Technology 21.54%
2 Consumer Discretionary 17.08%
3 Financials 13.98%
4 Healthcare 9.41%
5 Industrials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 1.26%
15,959
+220
27
$2.62M 1.26%
15,202
+715
28
$2.54M 1.22%
24,477
+1,474
29
$2.5M 1.2%
5,307
+1,636
30
$2.42M 1.16%
13,070
+786
31
$2.39M 1.15%
11,553
+759
32
$2.23M 1.07%
5,025
-6
33
$2.2M 1.05%
+81,697
34
$2.14M 1.03%
12,640
+1,129
35
$2.1M 1.01%
18,177
+908
36
$1.98M 0.95%
21,363
+2,513
37
$1.95M 0.94%
17,616
+1,287
38
$1.92M 0.92%
4,725
+145
39
$1.84M 0.88%
31,231
+1,433
40
$1.49M 0.72%
40,252
-13,503
41
$1.49M 0.71%
7,385
+74
42
$1.27M 0.61%
24,237
+342
43
$1.27M 0.61%
24,501
+499
44
$1.25M 0.6%
29,249
-600
45
$1.25M 0.6%
10,693
-334
46
$1.23M 0.59%
10,675
-694
47
$1.22M 0.59%
29,444
+641
48
$1.21M 0.58%
4,049
+84
49
$1.2M 0.57%
7,160
-1,063
50
$1.19M 0.57%
4,067
-695
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