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
$151M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$8.2M
3
+$5.38M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$5.27M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$5.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.48%
2 Consumer Discretionary 12.77%
3 Financials 9.36%
4 Healthcare 8.51%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$259K 0.17%
+2,262
77
$253K 0.17%
+683
78
$250K 0.17%
+1,879
79
$248K 0.16%
+878
80
$241K 0.16%
+479
81
$239K 0.16%
+1,460
82
$238K 0.16%
+1,178
83
$237K 0.16%
+1,572
84
$231K 0.15%
+469
85
$228K 0.15%
+999
86
$214K 0.14%
+4,606
87
$202K 0.13%
+2,420
1 2 3
4