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
$208M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$3.46M
3
+$3.12M
4
ZION icon
Zions Bancorporation
ZION
+$2.2M
5
AMZN icon
Amazon
AMZN
+$2.07M

Top Sells

1
+$10.8M
2
+$5.36M
3
+$4.1M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.08M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.83M

Sector Composition

1 Technology 21.54%
2 Consumer Discretionary 17.08%
3 Financials 13.98%
4 Healthcare 9.41%
5 Industrials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$299K 0.14%
2,371
+25
77
$296K 0.14%
1,445
+24
78
$289K 0.14%
1,511
+18
79
$280K 0.13%
1,244
+17
80
$279K 0.13%
1,599
+133
81
$272K 0.13%
1,208
+22
82
$269K 0.13%
+939
83
$260K 0.13%
7,892
+173
84
$252K 0.12%
+4,413
85
$234K 0.11%
+6,897
86
$232K 0.11%
4,967
-460
87
$213K 0.1%
1,953
+40
88
$213K 0.1%
3,766
-42,706
89
$165K 0.08%
13,120
-16,079
90
– –
-974
91
– –
-55,681
92
– –
-56,203
93
– –
-83,863
94
– –
-26,134
95
– –
-1,573
96
– –
-9,209
97
– –
-6,014
98
– –
-31,561
99
– –
-124,731
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4