PWS

Peterson Wealth Services Portfolio holdings

AUM $405M
1-Year Est. Return 40.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$60.4M
2
+$37.9M
3
+$27.9M
4
NUE icon
Nucor
NUE
+$20.8M
5
ADI icon
Analog Devices
ADI
+$20.5M

Top Sells

1
+$26.6M
2
+$25.3M
3
+$21.7M
4
TSLA icon
Tesla
TSLA
+$15.6M
5
PLTR icon
Palantir
PLTR
+$13.3M

Sector Composition

1 Technology 32.63%
2 Financials 12.8%
3 Consumer Discretionary 12.22%
4 Industrials 10.17%
5 Energy 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$798K 0.2%
3,360
+1,516
77
$782K 0.19%
84,028
+30,701
78
$755K 0.19%
3,904
+310
79
$751K 0.19%
525
-733
80
$737K 0.18%
377
-1,625
81
$691K 0.17%
20
-6,918
82
$689K 0.17%
27,450
+21,900
83
$679K 0.17%
1,646
-5,131
84
$671K 0.17%
19,091
+15,892
85
$622K 0.15%
116
-3,658
86
$613K 0.15%
1,615
+1,284
87
$607K 0.15%
7,775
+4,111
88
$607K 0.15%
1,890
-2,208
89
$593K 0.15%
1,000
-839
90
$585K 0.14%
2,007
+1,058
91
$564K 0.14%
960
-4,728
92
$562K 0.14%
13
-10,216
93
$543K 0.13%
24,874
+21,320
94
$538K 0.13%
788
-7,114
95
$537K 0.13%
2,048
+433
96
$516K 0.13%
3,456
+1,321
97
$504K 0.12%
1,375
-5,449
98
$482K 0.12%
3,761
+2,822
99
$478K 0.12%
367
-8,618
100
$438K 0.11%
5,016
+3,292
2 3
4
5 6