PWS

Peterson Wealth Services Portfolio holdings

AUM $391M
1-Year Est. Return 29.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$3.56M
3
+$2.53M
4
ABBV icon
AbbVie
ABBV
+$2.13M
5
CELH icon
Celsius Holdings
CELH
+$528K

Top Sells

1
+$3.61M
2
+$2.83M
3
+$2.28M
4
VUG icon
Vanguard Growth ETF
VUG
+$578K
5
MUSA icon
Murphy USA
MUSA
+$543K

Sector Composition

1 Technology 30.46%
2 Financials 13.69%
3 Consumer Discretionary 11.87%
4 Industrials 9.15%
5 Consumer Staples 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.36%
30,506
+959
52
$1.29M 0.35%
2,266
+27
53
$1.17M 0.32%
5,051
-3
54
$1.11M 0.31%
3,403
+141
55
$1.11M 0.31%
7,225
-3
56
$1.1M 0.3%
3,698
+143
57
$1.09M 0.3%
8,748
+19
58
$1M 0.27%
3,197
+4
59
$1,000K 0.27%
11,973
+15
60
$907K 0.25%
1,875
-1
61
$906K 0.25%
1,239
+1
62
$901K 0.25%
10,705
+462
63
$885K 0.24%
6,890
-1
64
$871K 0.24%
17,774
+471
65
$860K 0.24%
6,492
-2
66
$837K 0.23%
10,229
-8
67
$832K 0.23%
3,594
+2
68
$808K 0.22%
8,938
-7
69
$807K 0.22%
1,844
+5
70
$794K 0.22%
7,695
+6
71
$781K 0.21%
3,199
-3
72
$776K 0.21%
21,229
+14
73
$764K 0.21%
4,918
+2
74
$754K 0.21%
10,863
+430
75
$751K 0.21%
3,570
1 2
3
4 5