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
$275M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$2.74M
3
+$1.91M
4
OXY icon
Occidental Petroleum
OXY
+$1.87M
5
APA icon
APA Corp
APA
+$1.41M

Top Sells

1
+$2.7M
2
+$2.44M
3
+$2.33M
4
NVDA icon
NVIDIA
NVDA
+$2.32M
5
TSLA icon
Tesla
TSLA
+$1.18M

Sector Composition

1 Technology 27.19%
2 Financials 12.43%
3 Healthcare 11.83%
4 Energy 11.56%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$683K 0.25%
1,009
+609
77
$671K 0.24%
+8,224
78
$666K 0.24%
+7,613
79
$649K 0.24%
+10,433
80
$637K 0.23%
6,248
+4,350
81
$623K 0.23%
7,237
+4,998
82
$622K 0.23%
+3,621
83
$597K 0.22%
1,983
-9
84
$596K 0.22%
3,912
85
$578K 0.21%
+5,180
86
$524K 0.19%
2,905
+3
87
$520K 0.19%
8,555
-800
88
$502K 0.18%
45,577
+30,213
89
$495K 0.18%
1,650
+45
90
$487K 0.18%
1,004
+44
91
$483K 0.18%
795
92
$439K 0.16%
888
+10
93
$433K 0.16%
4,417
-563
94
$422K 0.15%
2,797
-59
95
$407K 0.15%
2,965
-5
96
$385K 0.14%
2,412
-6
97
$381K 0.14%
3,756
+98
98
$377K 0.14%
1,520
+46
99
$366K 0.13%
1,606
+2
100
$365K 0.13%
3,305
-381
1 2 3
4
5