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
$275M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$2.74M
3
+$1.91M
4
OXY icon
Occidental Petroleum
OXY
+$1.87M
5
APA icon
APA Corp
APA
+$1.41M

Top Sells

1
+$2.7M
2
+$2.44M
3
+$2.33M
4
NVDA icon
NVIDIA
NVDA
+$2.32M
5
TSLA icon
Tesla
TSLA
+$1.18M

Sector Composition

1 Technology 27.19%
2 Financials 12.43%
3 Healthcare 11.83%
4 Energy 11.56%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.1M 1.13%
9,963
+134
27
$2.96M 1.08%
14,669
+674
28
$2.95M 1.08%
13,461
-67
29
$2.85M 1.04%
2,940
+589
30
$2.84M 1.03%
19,085
+684
31
$2.75M 1%
7,758
+400
32
$2.75M 1%
16,903
-84
33
$2.74M 1%
+34,570
34
$2.71M 0.99%
5,186
+34
35
$2.71M 0.99%
15,992
+161
36
$2.7M 0.99%
21,925
+4,442
37
$2.64M 0.96%
39,557
+13,211
38
$2.54M 0.93%
4,862
+1,199
39
$2.54M 0.92%
6,496
+158
40
$2.52M 0.92%
19,121
+706
41
$2.48M 0.9%
72,243
+40,969
42
$2.36M 0.86%
21,796
+3,164
43
$2.26M 0.82%
8,703
+428
44
$1.91M 0.7%
+16,451
45
$1.9M 0.69%
31,567
+2,128
46
$1.83M 0.66%
3,798
-796
47
$1.67M 0.61%
33,517
+3,523
48
$1.64M 0.6%
10,350
-15,423
49
$1.62M 0.59%
32,382
+4,512
50
$1.52M 0.55%
7,071
+607
1
2
3 4 5