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
$139M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.44M
3
+$1.38M
4
COP icon
ConocoPhillips
COP
+$1.33M
5
MOO icon
VanEck Agribusiness ETF
MOO
+$792K

Top Sells

1
+$3.89M
2
+$2.57M
3
+$1.91M
4
CRM icon
Salesforce
CRM
+$1.13M
5
MSFT icon
Microsoft
MSFT
+$1.07M

Sector Composition

1 Technology 17.35%
2 Financials 12.71%
3 Consumer Discretionary 12.13%
4 Energy 7.69%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$266K 0.19%
2,440
+60
77
$241K 0.17%
2,564
+285
78
$240K 0.17%
1,105
+60
79
$239K 0.17%
+2,350
80
$229K 0.17%
581
+21
81
$227K 0.16%
+1,103
82
$222K 0.16%
1,752
+116
83
$216K 0.16%
847
+41
84
$208K 0.15%
2,246
-439
85
$202K 0.15%
1,460
-29
86
– –
-284
87
– –
-5,097
88
– –
-1,207
89
– –
-52,753
90
– –
-586
91
– –
-1,431
92
– –
-5,866
93
– –
-31,386
1 2 3
4