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
$141M
AUM Growth
+$2.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$617K
2
+$464K
3
+$371K
4
JPM icon
JPMorgan Chase
JPM
+$360K
5
AVGO icon
Broadcom
AVGO
+$306K

Top Sells

1
+$1M
2
+$384K
3
+$229K
4
AXP icon
American Express
AXP
+$202K
5
VTV icon
Vanguard Value ETF
VTV
+$46.2K

Sector Composition

1 Technology 16.69%
2 Consumer Discretionary 13.46%
3 Financials 13.09%
4 Energy 8.28%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$733K 0.52%
30,807
+7,937
52
$719K 0.51%
5,388
+1,574
53
$706K 0.5%
3,033
+853
54
$704K 0.5%
9,736
+2,190
55
$702K 0.5%
18,890
+5,880
56
$689K 0.49%
3,887
+1,151
57
$671K 0.48%
39,040
+10,105
58
$665K 0.47%
16,615
+5,183
59
$628K 0.45%
16,540
+5,220
60
$617K 0.44%
+21,704
61
$607K 0.43%
7,515
+2,396
62
$596K 0.42%
4,121
+1,105
63
$591K 0.42%
1,654
+33
64
$553K 0.39%
18,854
+6,758
65
$553K 0.39%
10,501
+635
66
$549K 0.39%
6,833
+2,325
67
$419K 0.3%
9,086
-445
68
$397K 0.28%
23,795
-1,431
69
$369K 0.26%
8,405
+230
70
$342K 0.24%
1,620
-23
71
$309K 0.22%
612
+44
72
$303K 0.21%
11,953
+792
73
$286K 0.2%
1,990
-3
74
$272K 0.19%
3,292
+299
75
$259K 0.18%
2,862
+298
1 2
3
4