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
$365M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$3.37M
3
+$2.67M
4
ABBV icon
AbbVie
ABBV
+$2.12M
5
CELH icon
Celsius Holdings
CELH
+$636K

Top Sells

1
+$3.5M
2
+$2.78M
3
+$2.28M
4
VUG icon
Vanguard Growth ETF
VUG
+$642K
5
AAPL icon
Apple
AAPL
+$524K

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
VZ icon
51
Verizon
VZ
$171B
$1.32M 0.36%
30,506
+959
VOO icon
52
Vanguard S&P 500 ETF
VOO
$764B
$1.29M 0.35%
2,266
+27
STRL icon
53
Sterling Infrastructure
STRL
$11.3B
$1.17M 0.32%
5,051
-3
CMI icon
54
Cummins
CMI
$57.1B
$1.11M 0.31%
3,403
+141
ENSG icon
55
The Ensign Group
ENSG
$10.6B
$1.11M 0.31%
7,225
-3
IESC icon
56
IES Holdings
IESC
$7.9B
$1.1M 0.3%
3,698
+143
ELF icon
57
e.l.f. Beauty
ELF
$7.18B
$1.09M 0.3%
8,748
+19
RS icon
58
Reliance Steel & Aluminium
RS
$14.6B
$1M 0.27%
3,197
+4
IEFA icon
59
iShares Core MSCI EAFE ETF
IEFA
$158B
$1,000K 0.27%
11,973
+15
KNSL icon
60
Kinsale Capital Group
KNSL
$10.3B
$907K 0.25%
1,875
-1
MPWR icon
61
Monolithic Power Systems
MPWR
$49.4B
$906K 0.25%
1,239
+1
PEG icon
62
Public Service Enterprise Group
PEG
$42.3B
$901K 0.25%
10,705
+462
VRT icon
63
Vertiv
VRT
$67B
$885K 0.24%
6,890
-1
SMCI icon
64
Super Micro Computer
SMCI
$33.3B
$871K 0.24%
17,774
+471
AEIS icon
65
Advanced Energy
AEIS
$7.41B
$860K 0.24%
6,492
-2
LNTH icon
66
Lantheus
LNTH
$3.84B
$837K 0.23%
10,229
-8
PAYC icon
67
Paycom
PAYC
$11.4B
$832K 0.23%
3,594
+2
ALAB icon
68
Astera Labs
ALAB
$25.8B
$808K 0.22%
8,938
-7
TT icon
69
Trane Technologies
TT
$92.9B
$807K 0.22%
1,844
+5
AGCO icon
70
AGCO
AGCO
$8.07B
$794K 0.22%
7,695
+6
UFPT icon
71
UFP Technologies
UFPT
$1.5B
$781K 0.21%
3,199
-3
ZWS icon
72
Zurn Elkay Water Solutions
ZWS
$7.76B
$776K 0.21%
21,229
+14
SSD icon
73
Simpson Manufacturing
SSD
$7.31B
$764K 0.21%
4,918
+2
NEE icon
74
NextEra Energy
NEE
$174B
$754K 0.21%
10,863
+430
POWL icon
75
Powell Industries
POWL
$4.18B
$751K 0.21%
3,570
1 2
3
4 5