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
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$3.55M
3
+$3.48M
4
ZTS icon
Zoetis
ZTS
+$1.98M
5
SMCI icon
Super Micro Computer
SMCI
+$476K

Top Sells

1
+$4.3M
2
+$2.74M
3
+$2.18M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$2.08M
5
MDT icon
Medtronic
MDT
+$1.91M

Sector Composition

1 Technology 28.87%
2 Industrials 13.97%
3 Financials 12.27%
4 Consumer Discretionary 11.11%
5 Healthcare 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZTS icon
51
Zoetis
ZTS
$48B
$1.9M 0.47%
16,057
+16,020
IESC icon
52
IES Holdings
IESC
$13.1B
$1.74M 0.43%
3,657
+364
VOO icon
53
Vanguard S&P 500 ETF
VOO
$906B
$1.73M 0.43%
2,903
+430
PACS icon
54
PACS Group
PACS
$5.19B
$1.72M 0.43%
53,672
+854
VRT icon
55
Vertiv
VRT
$126B
$1.69M 0.42%
6,754
-30
VZ icon
56
Verizon
VZ
$201B
$1.66M 0.41%
33,163
+1,857
IEFA icon
57
iShares Core MSCI EAFE ETF
IEFA
$180B
$1.63M 0.4%
17,985
+2,494
FANG icon
58
Diamondback Energy
FANG
$58.4B
$1.55M 0.38%
7,856
-16,117
ENSG icon
59
The Ensign Group
ENSG
$10.7B
$1.43M 0.35%
7,099
-4
MPWR icon
60
Monolithic Power Systems
MPWR
$77.8B
$1.34M 0.33%
1,223
UNH icon
61
UnitedHealth
UNH
$335B
$1.24M 0.31%
4,578
+187
ETR icon
62
Entergy
ETR
$53.3B
$1.23M 0.3%
10,960
+1,506
CMCSA icon
63
Comcast
CMCSA
$97.1B
$1.23M 0.3%
42,820
+4,672
NEE icon
64
NextEra Energy
NEE
$202B
$1.13M 0.28%
12,165
+973
FIS icon
65
Fidelity National Information Services
FIS
$24.1B
$1.11M 0.27%
23,693
+3,474
MDY icon
66
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.1B
$1.09M 0.27%
1,769
+254
GOOGL icon
67
Alphabet (Google) Class A
GOOGL
$4.67T
$1.07M 0.26%
3,727
-259
BC icon
68
Brunswick
BC
$5.17B
$1.05M 0.26%
14,438
+931
ALAB icon
69
Astera Labs
ALAB
$34.7B
$1.02M 0.25%
9,261
+91
RS icon
70
Reliance Steel & Aluminium
RS
$18.7B
$1.01M 0.25%
3,313
+106
ZWS icon
71
Zurn Elkay Water Solutions
ZWS
$8.56B
$968K 0.24%
21,587
+552
AGCO icon
72
AGCO
AGCO
$8.58B
$920K 0.23%
7,943
+261
COP icon
73
ConocoPhillips
COP
$150B
$874K 0.22%
6,621
-38,799
SSD icon
74
Simpson Manufacturing
SSD
$7.91B
$861K 0.21%
5,018
+152
AMD icon
75
Advanced Micro Devices
AMD
$588B
$824K 0.2%
4,051
+314
1 2
3
4 5