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
$233M
AUM Growth
+$99.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$13.6M
3
+$11.7M
4
COST icon
Costco
COST
+$10M
5
CNQ icon
Canadian Natural Resources
CNQ
+$4.89M

Top Sells

1
+$3.48M
2
+$2.55M
3
+$1.32M
4
TSCO icon
Tractor Supply
TSCO
+$1.11M
5
TPR icon
Tapestry
TPR
+$897K

Sector Composition

1 Technology 26.83%
2 Consumer Discretionary 14.71%
3 Financials 12.87%
4 Healthcare 9.95%
5 Energy 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$204K 0.09%
+1,188
102
$203K 0.09%
+3,766
103
$203K 0.09%
+4,453
104
$200K 0.09%
+7,040
105
$174K 0.07%
+13,385
106
– –
-16,457
107
– –
-49,385
108
– –
-64,340
109
– –
-6,963
110
– –
-31,195
111
– –
-27,220
1 2 3 4
5