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
$233M
AUM Growth
+$99.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$13.6M
3
+$11.7M
4
COST icon
Costco
COST
+$10M
5
CNQ icon
Canadian Natural Resources
CNQ
+$4.89M

Top Sells

1
+$3.48M
2
+$2.55M
3
+$1.32M
4
TSCO icon
Tractor Supply
TSCO
+$1.11M
5
TPR icon
Tapestry
TPR
+$897K

Sector Composition

1 Technology 26.83%
2 Consumer Discretionary 14.71%
3 Financials 12.87%
4 Healthcare 9.95%
5 Energy 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.74M 1.18%
13,528
+128
27
$2.7M 1.16%
28,154
+304
28
$2.68M 1.15%
9,829
+176
29
$2.54M 1.09%
+16,987
30
$2.45M 1.05%
+5,152
31
$2.41M 1.03%
40,311
+210
32
$2.37M 1.01%
+18,401
33
$2.33M 1%
14,983
-3,799
34
$2.3M 0.99%
7,358
+3,126
35
$2.1M 0.9%
18,632
+386
36
$2.09M 0.9%
17,483
-4,830
37
$2.08M 0.89%
13,995
+3,176
38
$2.01M 0.86%
18,415
+7,232
39
$2.01M 0.86%
+4,594
40
$1.91M 0.82%
+12,332
41
$1.87M 0.8%
+8,275
42
$1.79M 0.77%
3,663
-657
43
$1.78M 0.76%
2,351
-706
44
$1.55M 0.66%
29,439
+4,392
45
$1.52M 0.65%
29,994
+4,754
46
$1.5M 0.64%
+26,346
47
$1.38M 0.59%
31,473
+866
48
$1.36M 0.58%
6,464
+236
49
$1.29M 0.55%
7,833
+370
50
$1.27M 0.54%
4,634
+442
1
2
3 4 5