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
$151M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$8.2M
3
+$5.38M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$5.27M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$5.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.48%
2 Consumer Discretionary 12.77%
3 Financials 9.36%
4 Healthcare 8.51%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$428K 0.28%
+2,475
52
$412K 0.27%
+6,437
53
$411K 0.27%
+1,799
54
$409K 0.27%
+1,344
55
$394K 0.26%
+2,038
56
$388K 0.26%
+4,597
57
$378K 0.25%
+7,842
58
$375K 0.25%
+5,196
59
$369K 0.24%
+2,029
60
$367K 0.24%
+7,059
61
$362K 0.24%
+22,147
62
$355K 0.24%
+4,635
63
$354K 0.23%
+21,198
64
$345K 0.23%
+6,852
65
$340K 0.23%
+18,883
66
$330K 0.22%
+5,825
67
$320K 0.21%
+3,149
68
$306K 0.2%
+2,960
69
$301K 0.2%
+2,322
70
$299K 0.2%
+5,863
71
$298K 0.2%
+2,060
72
$295K 0.2%
+2,163
73
$294K 0.2%
+5,829
74
$282K 0.19%
+6,405
75
$259K 0.17%
+1,892
1 2
3
4