PWS
Peterson Wealth Services Portfolio holdings
AUM
$405M
1-Year Est. Return
38.72%
1 Year Est. Return
+38.72%
AUM
$405M
AUM Growth
+$40.2M
(+11%)
Holding
235
Top Buys
| 1 | +$10.5M | |
| 2 | +$3.85M | |
| 3 | +$2.95M | |
| 4 |
Marathon Petroleum
MPC
|
+$2.53M |
| 5 |
Analog Devices
ADI
|
+$2.07M |
Top Sells
| 1 | +$34.7B | |
| 2 | +$9.94B | |
| 3 | +$7.08B | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$6.11B |
| 5 |
Tesla
TSLA
|
+$5.99B |
Sector Composition
| 1 | Technology | 32.62% |
| 2 | Financials | 12.81% |
| 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 | |
|---|---|---|---|---|---|---|
101
Alphabet (Google) Class C
GOOG
$3.84T
| $400K | 0.1% |
342
-1,313
|
|
||
102
IQVIA
IQV
$38.3B
| $384K | 0.09% |
339
-1,533
|
|
||
103
DexCom
DXCM
$25.5B
| $383K | 0.09% |
28,937
+23,410
|
|
||
104
S&P Global
SPGI
$150B
| $370K | 0.09% |
2,178
+1,437
|
|
||
105
Charles Schwab
SCHW
$169B
| $330K | 0.08% |
1,753
-1,567
|
|
||
106
Allstate
ALL
$54B
| $291K | 0.07% |
4,084
+2,755
|
|
||
|
FISV
107
Fiserv Inc
FISV
$35.5B
| $278K | 0.07% |
2,562
+471
|
|
||
108
Amphenol
APH
$171B
| $253K | 0.06% |
30
-1,980
|
|
||
109
Vanguard Value ETF
VTV
$154B
| $246K | 0.06% |
30,643
+28,914
|
|
||
110
Edwards Lifesciences
EW
$49.8B
| $241K | 0.06% |
4,600
+1,653
|
|
||
111
Chipotle Mexican Grill
CMG
$45.2B
| $237K | 0.06% |
11,283
+5,438
|
|
||
112
Hewlett Packard
HPE
$30.2B
| $235K | 0.06% |
15,768
+6,652
|
|
||
113
Newmont
NEM
$99B
| $231K | 0.06% |
10,892
+7,249
|
|
||
114
Automatic Data Processing
ADP
$105B
| $231K | 0.06% |
11
-777
|
|
||
115
Applied Materials
AMAT
$214B
| $230K | 0.06% |
10
-289
|
|
||
116
Cisco
CSCO
$307B
| $225K | 0.06% |
9,735
+6,595
|
|
||
117
Abbott
ABT
$218B
| $220K | 0.05% |
11,749
+10,168
|
|
||
118
Oshkosh
OSK
$8.28B
| $216K | 0.05% |
56,952
+55,352
|
|
||
119
Lam Research
LRCX
$197B
| $216K | 0.05% |
+955
|
|
||
120
Phillips 66
PSX
$56.2B
| $205K | 0.05% |
3,601
+2,154
|
|
||
121
Valero Energy
VLO
$53.4B
| $204K | 0.05% |
2,693
+1,558
|
|
||
122
Vanguard FTSE Developed Markets ETF
VEA
$187B
| $203K | 0.05% |
2
-3,384
|
|
||
123
Pultegroup
PHM
$24.9B
| $191K | 0.05% |
180
-1,206
|
|
||
124
D.R. Horton
DHI
$46.9B
| $187K | 0.05% |
10,862
+9,819
|
|
||
125
Cognex
CGNX
$6.5B
| $185K | 0.05% |
43,075
+39,175
|
|