PWS

Peterson Wealth Services Portfolio holdings

AUM $391M
1-Year Est. Return 29.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$3.56M
3
+$2.53M
4
ABBV icon
AbbVie
ABBV
+$2.13M
5
CELH icon
Celsius Holdings
CELH
+$528K

Top Sells

1
+$3.61M
2
+$2.83M
3
+$2.28M
4
VUG icon
Vanguard Growth ETF
VUG
+$578K
5
MUSA icon
Murphy USA
MUSA
+$543K

Sector Composition

1 Technology 30.46%
2 Financials 13.69%
3 Consumer Discretionary 11.87%
4 Industrials 9.15%
5 Consumer Staples 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.63M 1%
37,169
+597
27
$3.6M 0.99%
11,685
+207
28
$3.59M 0.98%
4,600
+84
29
$3.41M 0.93%
9,556
+225
30
$3.4M 0.93%
8,077
+183
31
$3.37M 0.92%
+11,546
32
$3.27M 0.9%
11,291
+247
33
$3.23M 0.88%
19,417
+442
34
$2.97M 0.81%
62,154
+2,029
35
$2.72M 0.74%
4,399
-505
36
$2.71M 0.74%
9,846
+176
37
$2.67M 0.73%
24,791
+689
38
$2.5M 0.68%
15,405
+407
39
$2.43M 0.67%
10,230
+582
40
$2.38M 0.65%
8,425
+236
41
$2.38M 0.65%
10,897
+215
42
$2.34M 0.64%
15,292
+310
43
$2.24M 0.61%
9,417
+250
44
$2.17M 0.59%
11,668
+11,443
45
$2.16M 0.59%
20,497
+293
46
$1.93M 0.53%
33,489
+1,084
47
$1.91M 0.52%
23,402
+516
48
$1.86M 0.51%
21,335
+640
49
$1.53M 0.42%
42,942
+1,224
50
$1.38M 0.38%
4,418
+87
1
2
3 4 5