PWS
Peterson Wealth Services Portfolio holdings
AUM
$365M
This Quarter Return
+0.61%
1 Year Return
+27.99%
3 Year Return
+128.19%
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
+$134M
(-36%)
Cap. Flow
-$72.3M
Cap. Flow
% of AUM
-54.1%
Top 10 Holdings %
Top 10 Hldgs %
41.75%
Holding
91
New
2
Increased
51
Reduced
8
Closed
28
Top Buys
| 1 |
Cadence Design Systems
CDNS
|
$2.26M |
| 2 |
Novo Nordisk
NVO
|
$1.9M |
| 3 |
ASML
ASML
|
$1.8M |
| 4 |
ConocoPhillips
COP
|
$604K |
| 5 |
Occidental Petroleum
OXY
|
$576K |
Top Sells
| 1 |
Apple
AAPL
|
$16.8M |
| 2 |
Vanguard Growth ETF
VUG
|
$14M |
| 3 |
Tesla
TSLA
|
$13.1M |
| 4 |
Costco
COST
|
$5.81M |
| 5 |
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% |
