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
$313M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1 +$2.91M
2 +$2.55M
3 +$2.16M
4
ADI icon
Analog Devices
ADI
+$1.8M
5
FIS icon
Fidelity National Information Services
FIS
+$1.69M

Top Sells

1 +$3.13M
2 +$2.36M
3 +$2.32M
4
AVGO icon
Broadcom
AVGO
+$2.02M
5
CSCO icon
Cisco
CSCO
+$1.89M

Sector Composition

1 Technology 28.32%
2 Financials 12.15%
3 Consumer Discretionary 11.8%
4 Healthcare 11.43%
5 Energy 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.49M 1.11%
19,819
+626
27
$3.29M 1.05%
16,843
+581
28
$3.12M 1%
5,454
+4,458
29
$2.98M 0.95%
5,190
+2
30
$2.85M 0.91%
10,527
+423
31
$2.85M 0.91%
14,334
+626
32
$2.78M 0.89%
8,394
+5
33
$2.76M 0.88%
34,162
+1,392
34
$2.75M 0.88%
9,535
+581
35
$2.71M 0.87%
16,630
+1,614
36
$2.58M 0.82%
14,774
-1,925
37
$2.46M 0.79%
21,008
+1,224
38
$2.43M 0.78%
24,623
+1,710
39
$2.43M 0.78%
21,366
+1,706
40
$2.16M 0.69%
7,245
+450
41
$2.15M 0.69%
3,670
+2,773
42
$2.14M 0.68%
7,895
+915
43
$2.12M 0.68%
42,844
+2,692
44
$2.07M 0.66%
5,320
+352
45
$2.02M 0.64%
12,442
+1,309
46
$1.93M 0.62%
79,014
+5,287
47
$1.8M 0.58%
+7,822
48
$1.8M 0.57%
8,147
+773
49
$1.74M 0.56%
3,299
+25
50
$1.69M 0.54%
+20,161