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
$208M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$3.46M
3
+$3.12M
4
ZION icon
Zions Bancorporation
ZION
+$2.2M
5
AMZN icon
Amazon
AMZN
+$2.07M

Top Sells

1
+$10.8M
2
+$5.36M
3
+$4.1M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.08M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.83M

Sector Composition

1 Technology 21.54%
2 Consumer Discretionary 17.08%
3 Financials 13.98%
4 Healthcare 9.41%
5 Industrials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.55%
17,000
+1,264
52
$1.14M 0.55%
+16,769
53
$1.14M 0.55%
25,825
-50
54
$1.11M 0.53%
5,991
+90
55
$1.1M 0.53%
47,782
+1,230
56
$1.08M 0.52%
10,347
+134
57
$1.07M 0.51%
5,566
+117
58
$1.07M 0.51%
12,141
+141
59
$1.01M 0.48%
27,144
+1,320
60
$976K 0.47%
20,197
+1,144
61
$880K 0.42%
15,013
+606
62
$831K 0.4%
16,866
-371
63
$777K 0.37%
+6,820
64
$645K 0.31%
57,249
+8,330
65
$509K 0.24%
9,725
-240
66
$495K 0.24%
5,049
-3,093
67
$473K 0.23%
3,912
68
$407K 0.2%
847
+7
69
$402K 0.19%
1,904
+40
70
$372K 0.18%
3,735
+946
71
$350K 0.17%
795
72
$325K 0.16%
2,870
+38
73
$324K 0.16%
3,431
+59
74
$317K 0.15%
2,652
+33
75
$304K 0.15%
3,580
+69
1 2
3
4