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
$286M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$816K
2
+$492K
3
+$491K
4
XOM icon
Exxon Mobil
XOM
+$384K
5
CSCO icon
Cisco
CSCO
+$290K

Top Sells

1
+$1.17M
2
+$1.02M
3
+$847K
4
NVDA icon
NVIDIA
NVDA
+$804K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$262K

Sector Composition

1 Technology 30.06%
2 Financials 11.78%
3 Healthcare 11.59%
4 Consumer Discretionary 10.79%
5 Energy 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M 0.51%
7,374
+303
52
$1.34M 0.47%
34,256
+439
53
$1.28M 0.45%
8,486
+324
54
$1.28M 0.45%
16,205
+579
55
$1.24M 0.43%
18,599
+65
56
$1.2M 0.42%
14,650
-420
57
$1.04M 0.36%
7,449
+512
58
$965K 0.34%
13,289
-1,687
59
$961K 0.34%
3,641
+285
60
$958K 0.33%
4,545
+427
61
$935K 0.33%
4,257
+357
62
$911K 0.32%
1,109
+100
63
$906K 0.32%
6,206
+445
64
$901K 0.32%
11,226
+793
65
$896K 0.31%
21,735
+666
66
$861K 0.3%
14,561
+1,702
67
$844K 0.29%
9,670
+1,228
68
$841K 0.29%
500
+42
69
$836K 0.29%
5,878
+698
70
$829K 0.29%
8,484
+871
71
$816K 0.29%
+6,599
72
$781K 0.27%
9,056
+832
73
$769K 0.27%
7,071
+823
74
$764K 0.27%
14,275
-346
75
$749K 0.26%
5,172
+573
1 2
3
4 5