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
$275M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$2.74M
3
+$1.91M
4
OXY icon
Occidental Petroleum
OXY
+$1.87M
5
APA icon
APA Corp
APA
+$1.41M

Top Sells

1
+$2.7M
2
+$2.44M
3
+$2.33M
4
NVDA icon
NVIDIA
NVDA
+$2.32M
5
TSLA icon
Tesla
TSLA
+$1.18M

Sector Composition

1 Technology 27.19%
2 Financials 12.43%
3 Healthcare 11.83%
4 Energy 11.56%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.55%
15,070
+8,030
52
$1.52M 0.55%
6,275
+1,641
53
$1.47M 0.53%
33,817
+2,344
54
$1.36M 0.5%
8,162
+329
55
$1.36M 0.5%
15,626
+728
56
$1.21M 0.44%
18,534
+335
57
$1.11M 0.4%
14,976
-1,757
58
$954K 0.35%
+11,502
59
$884K 0.32%
21,069
-3,760
60
$857K 0.31%
8,876
+5,035
61
$847K 0.31%
+2,601
62
$846K 0.31%
3,356
+2,168
63
$844K 0.31%
6,937
+4,182
64
$828K 0.3%
+5,761
65
$814K 0.3%
4,275
+2,928
66
$807K 0.29%
4,118
+2,380
67
$754K 0.27%
14,621
-811
68
$749K 0.27%
458
+297
69
$744K 0.27%
8,442
+5,164
70
$708K 0.26%
3,453
+2,200
71
$706K 0.26%
3,900
+2,430
72
$703K 0.26%
4,599
+3,083
73
$700K 0.25%
7,228
+4,315
74
$692K 0.25%
1,104
+719
75
$684K 0.25%
12,859
+8,406
1 2
3
4 5