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
$233M
AUM Growth
+$99.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$13.6M
3
+$11.7M
4
COST icon
Costco
COST
+$10M
5
CNQ icon
Canadian Natural Resources
CNQ
+$4.89M

Top Sells

1
+$3.48M
2
+$2.55M
3
+$1.32M
4
TSCO icon
Tractor Supply
TSCO
+$1.11M
5
TPR icon
Tapestry
TPR
+$897K

Sector Composition

1 Technology 26.83%
2 Consumer Discretionary 14.71%
3 Financials 12.87%
4 Healthcare 9.95%
5 Energy 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$321K 0.14%
2,418
+51
77
$314K 0.13%
7,070
-78,422
78
$301K 0.13%
8,321
+220
79
$300K 0.13%
1,604
+3
80
$287K 0.12%
1,240
+34
81
$285K 0.12%
1,353
-111
82
$282K 0.12%
+1,282
83
$254K 0.11%
+577
84
$252K 0.11%
+400
85
$251K 0.11%
+1,738
86
$248K 0.11%
+1,253
87
$243K 0.1%
+2,913
88
$242K 0.1%
+3,278
89
$239K 0.1%
3,128
-330
90
$229K 0.1%
+161
91
$225K 0.1%
+1,470
92
$224K 0.1%
+385
93
$222K 0.1%
1,585
-479
94
$221K 0.09%
+2,239
95
$218K 0.09%
+2,755
96
$216K 0.09%
+4,544
97
$216K 0.09%
+1,347
98
$212K 0.09%
+1,516
99
$207K 0.09%
+15,364
100
$207K 0.09%
+1,898
1 2 3
4
5