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
$313M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1 +$2.91M
2 +$2.55M
3 +$2.16M
4
ADI icon
Analog Devices
ADI
+$1.8M
5
FIS icon
Fidelity National Information Services
FIS
+$1.69M

Top Sells

1 +$3.13M
2 +$2.36M
3 +$2.32M
4
AVGO icon
Broadcom
AVGO
+$2.02M
5
CSCO icon
Cisco
CSCO
+$1.89M

Sector Composition

1 Technology 28.32%
2 Financials 12.15%
3 Consumer Discretionary 11.8%
4 Healthcare 11.43%
5 Energy 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$790K 0.25%
1,487
+232
77
$782K 0.25%
4,738
+572
78
$764K 0.24%
18,340
+3,690
79
$761K 0.24%
13,253
-1,022
80
$716K 0.23%
6,825
+947
81
$680K 0.22%
81,554
+13,288
82
$676K 0.22%
1,739
+96
83
$658K 0.21%
7,781
+851
84
$656K 0.21%
3,926
+3
85
$642K 0.21%
7,202
+528
86
$582K 0.19%
5,338
+793
87
$579K 0.19%
2,116
+101
88
$567K 0.18%
3,422
+600
89
$526K 0.17%
3,203
+274
90
$519K 0.17%
3,228
+225
91
$516K 0.16%
6,090
+1,079
92
$501K 0.16%
15,978
+3,008
93
$458K 0.15%
7,354
-29
94
$451K 0.14%
2,511
+84
95
$448K 0.14%
3,811
-5
96
$437K 0.14%
1,610
+2
97
$424K 0.14%
1,768
+204
98
$394K 0.13%
555
-240
99
$370K 0.12%
1,527
+206
100
$370K 0.12%
1,556
+119