PWS
Peterson Wealth Services Portfolio holdings
AUM
$405M
1-Year Est. Return
38.72%
1 Year Est. Return
+38.72%
AUM
$405M
AUM Growth
+$40.2M
(+11%)
Holding
235
Top Buys
| 1 | +$10.5M | |
| 2 | +$3.85M | |
| 3 | +$2.95M | |
| 4 |
Marathon Petroleum
MPC
|
+$2.53M |
| 5 |
Analog Devices
ADI
|
+$2.07M |
Top Sells
| 1 | +$34.7B | |
| 2 | +$9.94B | |
| 3 | +$7.08B | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$6.11B |
| 5 |
Tesla
TSLA
|
+$5.99B |
Sector Composition
| 1 | Technology | 32.62% |
| 2 | Financials | 12.81% |
| 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 | |
|---|---|---|---|---|---|---|
76
Trane Technologies
TT
$89B
| $798K | 0.2% |
3,360
+1,516
|
|
||
77
PACS Group
PACS
$4.82B
| $782K | 0.19% |
84,028
+30,701
|
|
||
78
Paycom
PAYC
$9.1B
| $755K | 0.19% |
3,904
+310
|
|
||
79
SPDR S&P MidCap 400 ETF Trust
MDY
$23.6B
| $751K | 0.19% |
525
-733
|
|
||
80
InterDigital
IDCC
$9.14B
| $737K | 0.18% |
377
-1,625
|
|
||
81
HealthEquity
HQY
$8.07B
| $691K | 0.17% |
20
-6,918
|
|
||
82
Netflix
NFLX
$425B
| $689K | 0.17% |
27,450
+21,900
|
|
||
83
Aaon
AAON
$7.15B
| $679K | 0.17% |
1,646
-5,131
|
|
||
84
UFP Technologies
UFPT
$1.67B
| $671K | 0.17% |
19,091
+15,892
|
|
||
85
Paylocity
PCTY
$7.97B
| $622K | 0.15% |
116
-3,658
|
|
||
86
First Citizens BancShares
FCNCA
$24.5B
| $613K | 0.15% |
1,615
+1,284
|
|
||
87
Advanced Micro Devices
AMD
$355B
| $607K | 0.15% |
7,775
+4,111
|
|
||
88
TJX Companies
TJX
$170B
| $607K | 0.15% |
1,890
-2,208
|
|
||
89
NXP Semiconductors
NXPI
$57.4B
| $593K | 0.15% |
1,000
-839
|
|
||
90
GE Vernova
GEV
$171B
| $585K | 0.14% |
2,007
+1,058
|
|
||
91
iShares Core US Aggregate Bond ETF
AGG
$134B
| $564K | 0.14% |
960
-4,728
|
|
||
92
Lantheus
LNTH
$4.2B
| $562K | 0.14% |
13
-10,216
|
|
||
93
Extra Space Storage
EXR
$27.5B
| $543K | 0.13% |
24,874
+21,320
|
|
||
94
Atkore
ATKR
$2.15B
| $538K | 0.13% |
788
-7,114
|
|
||
95
American Express
AXP
$255B
| $537K | 0.13% |
2,048
+433
|
|
||
96
Salesforce
CRM
$248B
| $516K | 0.13% |
3,456
+1,321
|
|
||
97
Invesco S&P SmallCap Momentum ETF
XSMO
$2.04B
| $504K | 0.12% |
1,375
-5,449
|
|
||
98
HubSpot
HUBS
$19.9B
| $482K | 0.12% |
3,761
+2,822
|
|
||
99
Trade Desk
TTD
$19.4B
| $478K | 0.12% |
367
-8,618
|
|
||
100
Steris
STE
$25.8B
| $438K | 0.11% |
5,016
+3,292
|
|