PWS

Peterson Wealth Services Portfolio holdings

AUM $405M
1-Year Est. Return 40.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
-$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.03M
3
+$585K
4
OXY icon
Occidental Petroleum
OXY
+$558K
5
PXD
Pioneer Natural Resource Co.
PXD
+$315K

Top Sells

1
+$16.8M
2
+$14M
3
+$13.1M
4
COST icon
Costco
COST
+$5.81M
5
CNQ icon
Canadian Natural Resources
CNQ
+$4.54M

Sector Composition

1 Technology 23.21%
2 Financials 21.98%
3 Consumer Discretionary 15.47%
4 Healthcare 13.86%
5 Energy 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-297,348
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-103,096
83
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84
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85
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86
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87
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88
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89
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-7,385
90
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-13,120
91
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-9,725
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4