PWS

Peterson Wealth Services Portfolio holdings

AUM $405M
1-Year Est. Return 38.72%
This Quarter Est. Return
1 Year Est. Return
+38.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$9.75M
3
+$7.5M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.99M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.3M

Top Sells

1
+$3.44M
2
+$1.9M
3
+$1.55M
4
MKSI icon
MKS Inc
MKSI
+$1.29M
5
NVDA icon
NVIDIA
NVDA
+$1.22M

Sector Composition

1 Technology 11.14%
2 Consumer Discretionary 10.56%
3 Financials 10.38%
4 Energy 7.41%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$263K 0.15%
+19,150
77
$261K 0.15%
2,943
-17,436
78
$259K 0.15%
5,577
-3,509
79
$254K 0.15%
1,242
+31
80
$251K 0.14%
+2,488
81
$250K 0.14%
3,357
+65
82
$245K 0.14%
2,594
+264
83
$238K 0.14%
2,692
+73
84
$234K 0.13%
+7,950
85
$228K 0.13%
1,235
+15
86
$226K 0.13%
+6,888
87
$217K 0.12%
+1,375
88
$216K 0.12%
+1,464
89
$201K 0.12%
810
-131
90
– –
-4,121
91
– –
-30,807
92
– –
-39,040
93
– –
-23,795
94
– –
-11,953
95
– –
-15,591
1 2 3
4