PWS

Peterson Wealth Services Portfolio holdings

AUM $391M
1-Year Est. Return 29.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$3.56M
3
+$2.53M
4
ABBV icon
AbbVie
ABBV
+$2.13M
5
CELH icon
Celsius Holdings
CELH
+$528K

Top Sells

1
+$3.61M
2
+$2.83M
3
+$2.28M
4
VUG icon
Vanguard Growth ETF
VUG
+$578K
5
MUSA icon
Murphy USA
MUSA
+$543K

Sector Composition

1 Technology 30.46%
2 Financials 13.69%
3 Consumer Discretionary 11.87%
4 Industrials 9.15%
5 Consumer Staples 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$743K 0.2%
5,550
77
$738K 0.2%
13,366
-233
78
$727K 0.2%
6,938
79
$722K 0.2%
15,566
+13,715
80
$713K 0.2%
1,258
+11
81
$689K 0.19%
53,327
+2,167
82
$684K 0.19%
3,774
-3
83
$680K 0.19%
3,859
+7
84
$647K 0.18%
8,985
-7
85
$647K 0.18%
331
+3
86
$638K 0.17%
9,154
+23
87
$582K 0.16%
2,135
+4
88
$564K 0.15%
5,688
+149
89
$558K 0.15%
7,902
+38
90
$524K 0.14%
+3,554
91
$523K 0.14%
939
92
$520K 0.14%
3,664
+14
93
$515K 0.14%
1,615
+2
94
$506K 0.14%
4,098
+2
95
$502K 0.14%
949
+946
96
$500K 0.14%
6,777
97
$482K 0.13%
5,527
+2,003
98
$464K 0.13%
6,824
+134
99
$449K 0.12%
+2,002
100
$414K 0.11%
1,724
+4
2 3
4
5 6