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
$134M
AUM Growth
-$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.8M
3
+$604K
4
OXY icon
Occidental Petroleum
OXY
+$576K
5
PXD
Pioneer Natural Resource Co.
PXD
+$318K

Top Sells

1
+$16.8M
2
+$14M
3
+$13.1M
4
COST icon
Costco
COST
+$5.81M
5
CNQ icon
Canadian Natural Resources
CNQ
+$4.54M

Sector Composition

1 Technology 23.21%
2 Financials 21.98%
3 Consumer Discretionary 15.47%
4 Healthcare 13.86%
5 Energy 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 1.69%
+9,653
27
$2.24M 1.67%
22,313
+950
28
$1.8M 1.35%
+3,057
29
$1.8M 1.35%
18,246
+630
30
$1.73M 1.29%
4,320
-987
31
$1.64M 1.23%
10,819
+126
32
$1.36M 1.02%
30,607
+1,163
33
$1.36M 1.02%
25,240
+739
34
$1.34M 1%
25,047
+810
35
$1.32M 0.99%
49,385
+1,603
36
$1.25M 0.93%
6,228
+237
37
$1.19M 0.89%
4,192
+143
38
$1.15M 0.86%
4,232
+165
39
$1.15M 0.86%
11,183
+508
40
$1.11M 0.83%
27,220
+1,395
41
$1.07M 0.8%
7,463
+303
42
$1.03M 0.77%
21,569
+1,372
43
$943K 0.71%
29,109
+1,965
44
$897K 0.67%
31,195
+1,946
45
$709K 0.53%
64,340
+7,091
46
$516K 0.39%
3,912
47
$489K 0.37%
16,457
+1,444
48
$435K 0.33%
864
+17
49
$405K 0.3%
1,996
+92
50
$342K 0.26%
2,617
-35
1
2
3 4