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
$163M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.08M
3
+$983K
4
CNQ icon
Canadian Natural Resources
CNQ
+$747K
5
MOO icon
VanEck Agribusiness ETF
MOO
+$632K

Top Sells

1
+$2.4M
2
+$1.71M
3
+$1.21M
4
FDUS icon
Fidus Investment
FDUS
+$340K
5
BBY icon
Best Buy
BBY
+$320K

Sector Composition

1 Technology 18.34%
2 Consumer Discretionary 12.5%
3 Financials 12.28%
4 Industrials 7.23%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$536K 0.33%
2,145
+116
52
$524K 0.32%
2,163
+463
53
$515K 0.32%
10,377
+2,535
54
$513K 0.32%
6,149
+1,552
55
$503K 0.31%
6,136
+1,501
56
$501K 0.31%
8,480
+2,075
57
$501K 0.31%
+19,398
58
$499K 0.31%
8,956
+2,111
59
$483K 0.3%
9,473
+2,414
60
$480K 0.3%
3,163
+688
61
$475K 0.29%
+10,185
62
$464K 0.29%
+2,514
63
$464K 0.29%
4,182
+1,222
64
$458K 0.28%
3,448
+1,876
65
$457K 0.28%
9,768
+2,916
66
$452K 0.28%
1,810
+466
67
$440K 0.27%
29,557
+8,359
68
$438K 0.27%
3,690
+1,527
69
$367K 0.23%
6,835
+1,010
70
$365K 0.22%
7,531
+1,702
71
$348K 0.21%
+12,237
72
$336K 0.21%
2,853
+531
73
$335K 0.21%
+8,859
74
$331K 0.2%
2,380
+320
75
$301K 0.19%
2,279
+387
1 2
3
4