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
$333M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.99M
3
+$3.62M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$1.66M
5
ORCL icon
Oracle
ORCL
+$1.47M

Top Sells

1
+$5.38M
2
+$4.91M
3
+$3.62M
4
SWKS icon
Skyworks Solutions
SWKS
+$2.09M
5
ULTA icon
Ulta Beauty
ULTA
+$2.07M

Sector Composition

1 Technology 29.27%
2 Consumer Discretionary 14.08%
3 Financials 13.72%
4 Healthcare 9.56%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.63M 0.49%
8,110
+100
52
$1.54M 0.46%
19,449
+258
53
$1.47M 0.44%
+8,828
54
$1.46M 0.44%
+27,411
55
$1.46M 0.44%
18,254
+686
56
$1.42M 0.43%
37,908
+1,553
57
$1.31M 0.39%
11,109
+377
58
$1.23M 0.37%
580
+26
59
$1.21M 0.36%
+9,121
60
$1.14M 0.34%
12,746
+596
61
$1.1M 0.33%
1,577
+90
62
$1.03M 0.31%
8,802
-671
63
$1.03M 0.31%
25,694
+2,064
64
$1.02M 0.31%
7,665
+382
65
$1.01M 0.3%
10,507
+509
66
$1M 0.3%
4,099
+163
67
$997K 0.3%
4,999
+261
68
$996K 0.3%
8,617
+528
69
$938K 0.28%
13,344
-10
70
$896K 0.27%
3,329
+194
71
$889K 0.27%
+1,910
72
$858K 0.26%
13,268
+847
73
$834K 0.25%
+4,951
74
$821K 0.25%
4,953
+308
75
$781K 0.23%
1,320
+84
1 2
3
4 5