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
$139M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.44M
3
+$1.38M
4
COP icon
ConocoPhillips
COP
+$1.33M
5
MOO icon
VanEck Agribusiness ETF
MOO
+$792K

Top Sells

1
+$3.89M
2
+$2.57M
3
+$1.91M
4
CRM icon
Salesforce
CRM
+$1.13M
5
MSFT icon
Microsoft
MSFT
+$1.07M

Sector Composition

1 Technology 17.35%
2 Financials 12.71%
3 Consumer Discretionary 12.13%
4 Energy 7.69%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$560K 0.4%
7,546
+1,397
52
$557K 0.4%
22,870
+3,472
53
$551K 0.4%
9,996
+1,516
54
$546K 0.39%
2,606
+443
55
$524K 0.38%
2,180
+370
56
$508K 0.37%
3,016
+502
57
$505K 0.36%
+28,935
58
$504K 0.36%
13,010
+2,825
59
$497K 0.36%
12,273
+1,896
60
$487K 0.35%
11,432
+2,476
61
$481K 0.35%
3,814
+651
62
$477K 0.34%
4,213
+765
63
$475K 0.34%
12,096
+2,328
64
$459K 0.33%
5,119
+937
65
$452K 0.33%
9,531
+2,000
66
$443K 0.32%
4,508
+818
67
$435K 0.31%
25,226
-32,416
68
$384K 0.28%
37,347
+7,790
69
$382K 0.28%
+1,643
70
$370K 0.27%
8,175
+1,340
71
$329K 0.24%
1,993
-6,853
72
$299K 0.22%
11,161
-1,076
73
$292K 0.21%
568
+21
74
$286K 0.21%
9,104
+245
75
$285K 0.21%
2,993
+140
1 2
3
4