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
$333M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.99M
3
+$3.62M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$1.66M
5
ORCL icon
Oracle
ORCL
+$1.47M

Top Sells

1
+$5.38M
2
+$4.91M
3
+$3.62M
4
SWKS icon
Skyworks Solutions
SWKS
+$2.09M
5
ULTA icon
Ulta Beauty
ULTA
+$2.07M

Sector Composition

1 Technology 29.27%
2 Consumer Discretionary 14.08%
3 Financials 13.72%
4 Healthcare 9.56%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.38M 1.01%
4,378
-239
27
$3.37M 1.01%
7,295
-598
28
$3.31M 0.99%
5,648
+194
29
$3.2M 0.96%
10,663
+136
30
$3.18M 0.95%
35,147
+985
31
$3.08M 0.92%
8,044
+149
32
$3.04M 0.91%
5,192
+2
33
$2.86M 0.86%
8,624
+230
34
$2.78M 0.84%
10,079
+544
35
$2.74M 0.82%
16,791
-52
36
$2.55M 0.77%
14,464
+130
37
$2.47M 0.74%
14,603
-171
38
$2.44M 0.73%
17,517
+887
39
$2.38M 0.71%
22,105
+1,097
40
$2.21M 0.66%
7,607
+362
41
$2.14M 0.64%
21,479
+113
42
$2.09M 0.63%
37,236
-5,608
43
$2.02M 0.61%
8,687
+540
44
$1.9M 0.57%
13,111
+669
45
$1.89M 0.57%
3,733
+63
46
$1.84M 0.55%
9,873
+638
47
$1.76M 0.53%
3,274
-25
48
$1.74M 0.52%
34,713
+33,036
49
$1.73M 0.52%
8,135
+313
50
$1.69M 0.51%
20,937
+776
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2
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