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
$194M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$3.72M
3
+$3.3M
4
INTC icon
Intel
INTC
+$2.51M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.19M

Top Sells

1
+$12.2M
2
+$7.29M
3
+$2.83M
4
WRK
WestRock Company
WRK
+$2.39M
5
SYY icon
Sysco
SYY
+$1.82M

Sector Composition

1 Technology 18.05%
2 Consumer Discretionary 14.62%
3 Financials 11.96%
4 Energy 7.44%
5 Industrials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.62%
11,369
+662
52
$1.17M 0.6%
23,895
+4,515
53
$1.14M 0.59%
3,965
+602
54
$1.13M 0.58%
5,901
+1,415
55
$1.12M 0.57%
+46,552
56
$1.09M 0.56%
28,803
+16,237
57
$1.06M 0.55%
+55,681
58
$1.06M 0.54%
5,449
+803
59
$1.05M 0.54%
15,736
+809
60
$1.03M 0.53%
10,213
+5,687
61
$1M 0.52%
25,824
+14,582
62
$967K 0.5%
12,000
+3,134
63
$964K 0.5%
19,053
+5,198
64
$875K 0.45%
14,407
+3,273
65
$870K 0.45%
48,919
+10,125
66
$841K 0.43%
17,237
+1,035
67
$811K 0.42%
8,142
+318
68
$675K 0.35%
+9,209
69
$498K 0.26%
9,965
+525
70
$436K 0.22%
1,573
+37
71
$407K 0.21%
3,912
+969
72
$397K 0.2%
840
+232
73
$387K 0.2%
29,199
+10,049
74
$372K 0.19%
1,864
-136
75
$295K 0.15%
2,832
-125
1 2
3
4