PWS

Peterson Wealth Services Portfolio holdings

AUM $405M
1-Year Est. Return 40.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$60.4M
2
+$37.9M
3
+$27.9M
4
NUE icon
Nucor
NUE
+$20.8M
5
ADI icon
Analog Devices
ADI
+$20.5M

Top Sells

1
+$26.6M
2
+$25.3M
3
+$21.7M
4
TSLA icon
Tesla
TSLA
+$15.6M
5
PLTR icon
Palantir
PLTR
+$13.3M

Sector Composition

1 Technology 32.63%
2 Financials 12.8%
3 Consumer Discretionary 12.22%
4 Industrials 10.17%
5 Energy 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.1M 1.01%
187,115
+175,430
27
$3.81M 0.94%
20
-37,149
28
$3.72M 0.92%
60,744
+41,327
29
$3.69M 0.91%
3
-8,074
30
$3.6M 0.89%
347
-11,199
31
$3.54M 0.87%
3,102
-6,454
32
$3.51M 0.87%
7,234
+2,634
33
$3.18M 0.79%
1,934
-9,357
34
$3.06M 0.75%
1,260
-3,139
35
$2.8M 0.69%
2,905
-21,886
36
$2.73M 0.67%
11,840
-50,314
37
$2.72M 0.67%
418
-11,250
38
$2.63M 0.65%
20,124
+4,832
39
$2.63M 0.65%
2,004
-7,842
40
$2.31M 0.57%
1,357
-7,068
41
$2.29M 0.57%
94,607
+85,190
42
$2.25M 0.56%
1,658
-13,747
43
$2.21M 0.55%
50,584
+30,087
44
$2.07M 0.51%
1,007
-9,890
45
$2.04M 0.5%
3,233
-30,256
46
$2.03M 0.5%
6,874
-14,461
47
$2.02M 0.5%
82
-10,148
48
$1.94M 0.48%
8,580
-358
49
$1.7M 0.42%
37
-5,014
50
$1.59M 0.39%
1,196
-3,222
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