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
$286M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$816K
2
+$492K
3
+$491K
4
XOM icon
Exxon Mobil
XOM
+$384K
5
CSCO icon
Cisco
CSCO
+$290K

Top Sells

1
+$1.17M
2
+$1.02M
3
+$847K
4
NVDA icon
NVIDIA
NVDA
+$804K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$262K

Sector Composition

1 Technology 30.06%
2 Financials 11.78%
3 Healthcare 11.59%
4 Consumer Discretionary 10.79%
5 Energy 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.11M 1.09%
10,104
+141
27
$3.07M 1.07%
7,955
+197
28
$3.03M 1.06%
2,962
+22
29
$2.82M 0.99%
5,188
+2
30
$2.82M 0.99%
16,262
+270
31
$2.68M 0.94%
16,699
-204
32
$2.63M 0.92%
8,389
-3,739
33
$2.6M 0.91%
15,016
+347
34
$2.44M 0.85%
22,913
+1,117
35
$2.43M 0.85%
19,660
+539
36
$2.42M 0.85%
13,708
+247
37
$2.39M 0.84%
40,152
+595
38
$2.38M 0.83%
22,380
+455
39
$2.36M 0.83%
34,962
+392
40
$2.28M 0.8%
8,954
+251
41
$2.28M 0.8%
19,784
+3,333
42
$2.22M 0.78%
32,770
+1,203
43
$2.17M 0.76%
73,727
+1,484
44
$2.08M 0.73%
6,980
+484
45
$1.92M 0.67%
4,968
+106
46
$1.88M 0.66%
39,622
+6,105
47
$1.75M 0.61%
6,795
+520
48
$1.64M 0.57%
3,274
-524
49
$1.63M 0.57%
11,133
+783
50
$1.58M 0.55%
33,323
+941
1
2
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