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
$313M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1 +$2.91M
2 +$2.55M
3 +$2.16M
4
ADI icon
Analog Devices
ADI
+$1.8M
5
FIS icon
Fidelity National Information Services
FIS
+$1.69M

Top Sells

1 +$3.13M
2 +$2.36M
3 +$2.32M
4
AVGO icon
Broadcom
AVGO
+$2.02M
5
CSCO icon
Cisco
CSCO
+$1.89M

Sector Composition

1 Technology 28.32%
2 Financials 12.15%
3 Consumer Discretionary 11.8%
4 Healthcare 11.43%
5 Energy 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.6M 0.51%
8,010
+561
52
$1.58M 0.51%
17,568
+1,363
53
$1.58M 0.5%
40,315
+6,992
54
$1.52M 0.49%
36,355
+2,099
55
$1.52M 0.48%
9,235
+749
56
$1.49M 0.48%
19,191
+592
57
$1.33M 0.43%
12,150
+924
58
$1.25M 0.4%
3,936
+295
59
$1.16M 0.37%
10,732
+1,062
60
$1.14M 0.37%
1,236
+127
61
$1.06M 0.34%
23,630
+1,895
62
$1.05M 0.33%
7,283
+684
63
$1.04M 0.33%
13,354
+65
64
$1.04M 0.33%
12,421
+2,175
65
$1.04M 0.33%
9,473
+989
66
$1.02M 0.33%
554
+54
67
$1.01M 0.32%
6,953
+747
68
$985K 0.31%
4,748
+491
69
$907K 0.29%
+3,135
70
$889K 0.28%
5,916
+744
71
$888K 0.28%
4,645
+596
72
$886K 0.28%
10,640
+1,338
73
$864K 0.28%
16,761
+2,200
74
$851K 0.27%
8,089
+1,018
75
$818K 0.26%
9,998
+942