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
$286M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$816K
2
+$492K
3
+$491K
4
XOM icon
Exxon Mobil
XOM
+$384K
5
CSCO icon
Cisco
CSCO
+$290K

Top Sells

1
+$1.17M
2
+$1.02M
3
+$847K
4
NVDA icon
NVIDIA
NVDA
+$804K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$262K

Sector Composition

1 Technology 30.06%
2 Financials 11.78%
3 Healthcare 11.59%
4 Consumer Discretionary 10.79%
5 Energy 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$746K 0.26%
10,246
+1,370
77
$740K 0.26%
12,970
+1,468
78
$740K 0.26%
1,255
+151
79
$720K 0.25%
3,923
+11
80
$715K 0.25%
8,633
+1,405
81
$692K 0.24%
9,302
+2,065
82
$682K 0.24%
4,049
+596
83
$676K 0.24%
5,011
+736
84
$600K 0.21%
68,266
+22,689
85
$549K 0.19%
4,166
+545
86
$540K 0.19%
1,643
-7
87
$537K 0.19%
795
88
$518K 0.18%
2,015
+32
89
$514K 0.18%
2,822
+25
90
$502K 0.18%
996
-8
91
$492K 0.17%
+6,674
92
$491K 0.17%
+6,930
93
$475K 0.17%
2,929
+24
94
$457K 0.16%
897
+9
95
$432K 0.15%
7,383
-1,172
96
$421K 0.15%
1,564
+44
97
$420K 0.15%
3,816
+60
98
$411K 0.14%
3,003
+38
99
$372K 0.13%
1,608
+2
100
$362K 0.13%
2,427
+15
1 2 3
4
5