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
$175M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$9.75M
3
+$7.5M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.99M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.3M

Top Sells

1
+$3.44M
2
+$1.9M
3
+$1.55M
4
MKSI icon
MKS Inc
MKSI
+$1.29M
5
NVDA icon
NVIDIA
NVDA
+$1.22M

Sector Composition

1 Technology 11.14%
2 Consumer Discretionary 10.56%
3 Financials 10.38%
4 Energy 7.41%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$930K 0.53%
6,725
+725
52
$920K 0.53%
14,927
+4,426
53
$916K 0.52%
19,380
+1,986
54
$898K 0.51%
18,859
+2,244
55
$860K 0.49%
3,585
-1,025
56
$852K 0.49%
13,855
+1,592
57
$780K 0.45%
11,134
+1,398
58
$759K 0.43%
7,824
+5,566
59
$757K 0.43%
16,202
-2,703
60
$754K 0.43%
4,486
+599
61
$689K 0.39%
8,866
+1,351
62
$467K 0.27%
1,536
-84
63
$457K 0.26%
9,440
+1,035
64
$443K 0.25%
11,242
-5,298
65
$439K 0.25%
12,566
-6,288
66
$418K 0.24%
4,526
-2,307
67
$399K 0.23%
10,144
-49
68
$323K 0.18%
3,540
-8,857
69
$322K 0.18%
608
-4
70
$303K 0.17%
2,957
+95
71
$297K 0.17%
3,729
+4
72
$296K 0.17%
11,203
-71,965
73
$276K 0.16%
1,642
-20
74
$272K 0.16%
2,003
+13
75
$265K 0.15%
2,000
+10
1 2
3
4