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
$275M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$2.74M
3
+$1.91M
4
OXY icon
Occidental Petroleum
OXY
+$1.87M
5
APA icon
APA Corp
APA
+$1.41M

Top Sells

1
+$2.7M
2
+$2.44M
3
+$2.33M
4
NVDA icon
NVIDIA
NVDA
+$2.32M
5
TSLA icon
Tesla
TSLA
+$1.18M

Sector Composition

1 Technology 27.19%
2 Financials 12.43%
3 Healthcare 11.83%
4 Energy 11.56%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$342K 0.12%
3,576
+448
102
$335K 0.12%
8,505
+184
103
$323K 0.12%
1,277
+37
104
$305K 0.11%
1,432
+79
105
$292K 0.11%
1,299
+17
106
$277K 0.1%
1,600
+15
107
$261K 0.1%
994
-587
108
$250K 0.09%
588
+11
109
$248K 0.09%
2,627
-4,431
110
$215K 0.08%
4,528
-16
111
$214K 0.08%
+1,543
112
$179K 0.07%
13,448
+63
113
– –
-14,983
114
– –
-3,766
115
– –
-28,154
116
– –
-6,880
117
– –
-7,070
1 2 3 4
5