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
$141M
AUM Growth
+$2.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$617K
2
+$464K
3
+$371K
4
JPM icon
JPMorgan Chase
JPM
+$360K
5
AVGO icon
Broadcom
AVGO
+$306K

Top Sells

1
+$1M
2
+$384K
3
+$229K
4
AXP icon
American Express
AXP
+$202K
5
VTV icon
Vanguard Value ETF
VTV
+$46.2K

Sector Composition

1 Technology 16.69%
2 Consumer Discretionary 13.46%
3 Financials 13.09%
4 Energy 8.28%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$251K 0.18%
2,619
+179
77
$251K 0.18%
10,193
+1,089
78
$248K 0.18%
1,990
+238
79
$241K 0.17%
+1,662
80
$231K 0.16%
+3,725
81
$219K 0.16%
1,211
+106
82
$218K 0.15%
2,258
-92
83
$203K 0.14%
941
+94
84
$203K 0.14%
2,330
+84
85
$203K 0.14%
1,220
+117
86
– –
-1,460
87
– –
-37,347
88
– –
-581
1 2 3
4