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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
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$3.55M
3
+$3.48M
4
ZTS icon
Zoetis
ZTS
+$1.98M
5
SMCI icon
Super Micro Computer
SMCI
+$476K

Top Sells

1
+$4.3M
2
+$2.74M
3
+$2.18M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$2.08M
5
MDT icon
Medtronic
MDT
+$1.91M

Sector Composition

1 Technology 28.87%
2 Industrials 13.97%
3 Financials 12.27%
4 Consumer Discretionary 11.11%
5 Healthcare 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GSY icon
76
Invesco Ultra Short Duration ETF
GSY
$3.55B
$781K 0.19%
15,575
-41,481
ACLS icon
77
Axcelis
ACLS
$5.43B
$734K 0.18%
7,889
+486
XSMO icon
78
Invesco S&P SmallCap Momentum ETF
XSMO
$2.95B
$734K 0.18%
9,651
+1,383
TT icon
79
Trane Technologies
TT
$105B
$713K 0.18%
1,710
-178
FCNCA icon
80
First Citizens BancShares
FCNCA
$24.3B
$685K 0.17%
363
+23
IREN icon
81
Iris Energy
IREN
$21.1B
$683K 0.17%
19,936
+2,519
IDCC icon
82
InterDigital
IDCC
$7.42B
$680K 0.17%
2,252
+138
AMAT icon
83
Applied Materials
AMAT
$451B
$655K 0.16%
1,916
+790
HQY icon
84
HealthEquity
HQY
$7.16B
$645K 0.16%
7,723
+506
KNSL icon
85
Kinsale Capital Group
KNSL
$7.21B
$626K 0.15%
1,833
+101
UFPT icon
86
UFP Technologies
UFPT
$1.8B
$623K 0.15%
3,219
+168
AGG icon
87
iShares Core US Aggregate Bond ETF
AGG
$138B
$616K 0.15%
6,204
+257
AAON icon
88
Aaon
AAON
$10.7B
$595K 0.15%
7,186
+494
DXCM icon
89
DexCom
DXCM
$28.2B
$587K 0.15%
9,347
+3,808
TJX icon
90
TJX Companies
TJX
$184B
$582K 0.14%
3,644
-443
EXR icon
91
Extra Space Storage
EXR
$30.9B
$555K 0.14%
4,234
+369
NXPI icon
92
NXP Semiconductors
NXPI
$76.5B
$541K 0.13%
2,749
+131
CELH icon
93
Celsius Holdings
CELH
$7.67B
$538K 0.13%
15,154
+1,080
LNTH icon
94
Lantheus
LNTH
$6.84B
$507K 0.13%
6,684
+6,479
GEV icon
95
GE Vernova
GEV
$264B
$503K 0.12%
576
-345
AXP icon
96
American Express
AXP
$232B
$490K 0.12%
1,620
+1
ELF icon
97
e.l.f. Beauty
ELF
$3.98B
$483K 0.12%
7,965
+397
GOOG icon
98
Alphabet (Google) Class C
GOOG
$4.53T
$472K 0.12%
1,645
+1
SMCI icon
99
Super Micro Computer
SMCI
$17.6B
$390K 0.1%
17,128
+15,854
SPGI icon
100
S&P Global
SPGI
$128B
$388K 0.1%
912
+152
2 3
4
5 6