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PWS
Peterson Wealth Services Portfolio holdings
AUM
$405M
1-Year Est. Return
40.76%
This Fund
S&P 500
1 Year Est. Return
+40.76%
AUM
$405M
AUM Growth
+$13.7M
(+3.5%)
Holding
223
Top Buys
| 1 | +$6.93M | |
| 2 | +$3.55M | |
| 3 | +$3.48M | |
| 4 |
Zoetis
ZTS
|
+$1.98M |
| 5 |
Super Micro Computer
SMCI
|
+$476K |
Top Sells
| 1 | +$4.3M | |
| 2 | +$2.74M | |
| 3 | +$2.18M | |
| 4 |
Invesco Ultra Short Duration ETF
GSY
|
+$2.08M |
| 5 |
Medtronic
MDT
|
+$1.91M |
Sector Composition
| 1 | Technology | 28.87% |
| 2 | Industrials | 13.97% |
| 3 | Financials | 12.27% |
| 4 | Consumer Discretionary | 11.11% |
| 5 | Healthcare | 6.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SCHW
101
Charles Schwab
SCHW
$163B
| $388K | 0.1% |
4,124
+667
|
|
||
102
Lam Research
LRCX
$462B
| $380K | 0.09% |
1,780
+216
|
|
||
103
Paycom
PAYC
$6.02B
| $378K | 0.09% |
3,108
+3,071
|
|
||
104
Valero Energy
VLO
$72.5B
| $350K | 0.09% |
1,415
+218
|
|
||
105
Paylocity
PCTY
$5.59B
| $348K | 0.09% |
3,217
+3,159
|
|
||
106
Allstate
ALL
$57.4B
| $339K | 0.08% |
1,634
+274
|
|
||
107
Newmont
NEM
$116B
| $331K | 0.08% |
3,061
+337
|
|
||
108
Phillips 66
PSX
$69B
| $329K | 0.08% |
1,807
+299
|
|
||
109
IQVIA
IQV
$29.9B
| $325K | 0.08% |
1,906
-91
|
|
||
110
HubSpot
HUBS
$9.36B
| $321K | 0.08% |
1,315
+1,274
|
|
||
111
Cisco
CSCO
$471B
| $300K | 0.07% |
3,868
+575
|
|
||
112
Oshkosh
OSK
$8.61B
| $289K | 0.07% |
1,965
+297
|
|
||
113
Hewlett Packard
HPE
$64.1B
| $282K | 0.07% |
11,843
+2,254
|
|
||
114
Steris
STE
$20.1B
| $281K | 0.07% |
1,270
-499
|
|
||
115
Salesforce
CRM
$132B
| $274K | 0.07% |
1,465
-716
|
|
||
116
Edwards Lifesciences
EW
$51B
| $268K | 0.07% |
3,349
+259
|
|
||
117
Vanguard Value ETF
VTV
$184B
| $259K | 0.06% |
1,321
|
|
||
118
Cognex
CGNX
$10.9B
| $252K | 0.06% |
5,149
+1,055
|
|
||
119
EOG Resources
EOG
$70.3B
| $248K | 0.06% |
1,719
+344
|
|
||
120
Constellation Energy
CEG
$95.7B
| $242K | 0.06% |
+867
|
|
||
121
Microchip Technology
MCHP
$51.8B
| $231K | 0.06% |
3,573
+716
|
|
||
122
Amphenol
APH
$195B
| $225K | 0.06% |
1,780
-212
|
|
||
123
Vanguard FTSE Developed Markets ETF
VEA
$233B
| $217K | 0.05% |
3,386
|
|
||
124
Pultegroup
PHM
$23.8B
| $211K | 0.05% |
1,792
+344
|
|
||
125
Abbott
ABT
$158B
| $208K | 0.05% |
2,023
+376
|
|