PWS

Peterson Wealth Services Portfolio holdings

AUM $405M
1-Year Est. Return 40.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$60.4M
2
+$37.9M
3
+$27.9M
4
NUE icon
Nucor
NUE
+$20.8M
5
ADI icon
Analog Devices
ADI
+$20.5M

Top Sells

1
+$26.6M
2
+$25.3M
3
+$21.7M
4
TSLA icon
Tesla
TSLA
+$15.6M
5
PLTR icon
Palantir
PLTR
+$13.3M

Sector Composition

1 Technology 32.63%
2 Financials 12.8%
3 Consumer Discretionary 12.22%
4 Industrials 10.17%
5 Energy 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.38%
122
-23,280
52
$1.5M 0.37%
33
-3,665
53
$1.44M 0.36%
1,101
-2,302
54
$1.39M 0.34%
135
-2,131
55
$1.35M 0.33%
18,712
-24,230
56
$1.35M 0.33%
6,903
-23,603
57
$1.25M 0.31%
1,372
-5,853
58
$1.16M 0.29%
9,465
+717
59
$1.15M 0.28%
8,075
+6,836
60
$1.11M 0.27%
3,753
-2,739
61
$1.1M 0.27%
3,297
-7,413
62
$1.04M 0.26%
21,636
+14,746
63
$1.03M 0.25%
260
-11,713
64
$1.01M 0.25%
341
-17,433
65
– –
-21,229
66
$993K 0.25%
1,644
-2,215
67
$928K 0.23%
100
-15,466
68
$923K 0.23%
400
-8,754
69
$908K 0.22%
104
-3,093
70
$901K 0.22%
1,448
-9,257
71
$867K 0.21%
11,678
-1,688
72
$833K 0.21%
8,470
+775
73
$832K 0.21%
1,361
-3,557
74
$822K 0.2%
123
-10,740
75
$807K 0.2%
11
-1,864
1 2
3
4 5