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
$333M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.99M
3
+$3.62M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$1.66M
5
ORCL icon
Oracle
ORCL
+$1.47M

Top Sells

1
+$5.38M
2
+$4.91M
3
+$3.62M
4
SWKS icon
Skyworks Solutions
SWKS
+$2.09M
5
ULTA icon
Ulta Beauty
ULTA
+$2.07M

Sector Composition

1 Technology 29.27%
2 Consumer Discretionary 14.08%
3 Financials 13.72%
4 Healthcare 9.56%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$771K 0.23%
+6,788
77
$748K 0.22%
4,487
-261
78
$738K 0.22%
3,897
+475
79
$737K 0.22%
2,205
+89
80
$734K 0.22%
6,400
+484
81
$697K 0.21%
8,246
+1,044
82
$686K 0.21%
1,857
+118
83
$683K 0.21%
13,075
-178
84
$618K 0.19%
8,622
+841
85
$616K 0.19%
4,907
-431
86
$571K 0.17%
6,847
+757
87
$538K 0.16%
7,693
+868
88
$495K 0.15%
3,322
+94
89
$495K 0.15%
555
90
$493K 0.15%
4,080
+269
91
$488K 0.15%
+37,248
92
$480K 0.14%
+956
93
$478K 0.14%
1,612
+2
94
$456K 0.14%
7,317
-37
95
$443K 0.13%
2,158
-353
96
$428K 0.13%
3,547
+344
97
$415K 0.12%
1,998
+230
98
$367K 0.11%
736
+67
99
$366K 0.11%
1,860
+305
100
$359K 0.11%
1,709
+153
2 3
4
5 6