PWS

Peterson Wealth Services Portfolio holdings

AUM $405M
1-Year Est. Return 38.72%
This Quarter Est. Return
1 Year Est. Return
+38.72%
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
+$10.5M
2
+$3.85M
3
+$2.95M
4
MPC icon
Marathon Petroleum
MPC
+$2.53M
5
ADI icon
Analog Devices
ADI
+$2.07M

Top Sells

1
+$34.7B
2
+$9.94B
3
+$7.08B
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.11B
5
TSLA icon
Tesla
TSLA
+$5.99B

Sector Composition

1 Technology 32.62%
2 Financials 12.81%
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
FIS icon
51
Fidelity National Information Services
FIS
$34B
$1.54M 0.38%
122
-23,280
IESC icon
52
IES Holdings
IESC
$8.35B
$1.5M 0.37%
33
-3,665
CMI icon
53
Cummins
CMI
$70.5B
$1.44M 0.36%
1,101
-2,302
VOO icon
54
Vanguard S&P 500 ETF
VOO
$803B
$1.39M 0.34%
135
-2,131
CMCSA icon
55
Comcast
CMCSA
$98.9B
$1.35M 0.33%
18,712
-24,230
VZ icon
56
Verizon
VZ
$174B
$1.35M 0.33%
6,903
-23,603
ENSG icon
57
The Ensign Group
ENSG
$10.3B
$1.25M 0.31%
1,372
-5,853
ELF icon
58
e.l.f. Beauty
ELF
$4.87B
$1.16M 0.29%
9,465
+717
MPWR icon
59
Monolithic Power Systems
MPWR
$45.5B
$1.15M 0.28%
8,075
+6,836
AEIS icon
60
Advanced Energy
AEIS
$8.12B
$1.11M 0.27%
3,753
-2,739
POWL icon
61
Powell Industries
POWL
$4.1B
$1.1M 0.27%
1,099
-2,471
VRT icon
62
Vertiv
VRT
$69.8B
$1.04M 0.26%
21,636
+14,746
IEFA icon
63
iShares Core MSCI EAFE ETF
IEFA
$161B
$1.03M 0.25%
260
-11,713
SMCI icon
64
Super Micro Computer
SMCI
$20.5B
$1.01M 0.25%
341
-17,433
ZWS icon
65
Zurn Elkay Water Solutions
ZWS
$7.85B
– –
-21,229
GOOGL icon
66
Alphabet (Google) Class A
GOOGL
$3.82T
$993K 0.25%
1,644
-2,215
CELH icon
67
Celsius Holdings
CELH
$11B
$928K 0.23%
100
-15,466
ACLS icon
68
Axcelis
ACLS
$2.75B
$923K 0.23%
400
-8,754
RS icon
69
Reliance Steel & Aluminium
RS
$15.1B
$908K 0.22%
104
-3,093
PEG icon
70
Public Service Enterprise Group
PEG
$40.3B
$901K 0.22%
1,448
-9,257
BC icon
71
Brunswick
BC
$4.54B
$867K 0.21%
11,678
-1,688
AGCO icon
72
AGCO
AGCO
$7.89B
$833K 0.21%
8,470
+775
SSD icon
73
Simpson Manufacturing
SSD
$7.01B
$832K 0.21%
1,361
-3,557
NEE icon
74
NextEra Energy
NEE
$174B
$822K 0.2%
123
-10,740
KNSL icon
75
Kinsale Capital Group
KNSL
$8.4B
$807K 0.2%
11
-1,864
1 2
3
4 5