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
$194M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$3.72M
3
+$3.3M
4
INTC icon
Intel
INTC
+$2.51M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.19M

Top Sells

1
+$12.2M
2
+$7.29M
3
+$2.83M
4
WRK
WestRock Company
WRK
+$2.39M
5
SYY icon
Sysco
SYY
+$1.82M

Sector Composition

1 Technology 18.05%
2 Consumer Discretionary 14.62%
3 Financials 11.96%
4 Energy 7.44%
5 Industrials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$279K 0.14%
3,372
+15
77
$275K 0.14%
3,511
-218
78
$275K 0.14%
1,493
-149
79
$275K 0.14%
795
80
$272K 0.14%
2,619
-73
81
$270K 0.14%
2,789
+195
82
$265K 0.14%
2,346
-142
83
$265K 0.14%
1,421
+46
84
$256K 0.13%
5,427
-150
85
$244K 0.13%
7,719
-2,425
86
$244K 0.13%
+6,014
87
$242K 0.12%
1,466
+2
88
$240K 0.12%
974
+164
89
$236K 0.12%
1,186
-56
90
$235K 0.12%
1,227
-8
91
$212K 0.11%
1,913
-90
92
– –
-290,856
93
– –
-68,094
94
– –
-6,888
95
– –
-23,782
1 2 3
4