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
$286M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$816K
2
+$492K
3
+$491K
4
XOM icon
Exxon Mobil
XOM
+$384K
5
CSCO icon
Cisco
CSCO
+$290K

Top Sells

1
+$1.17M
2
+$1.02M
3
+$847K
4
NVDA icon
NVIDIA
NVDA
+$804K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$262K

Sector Composition

1 Technology 30.06%
2 Financials 11.78%
3 Healthcare 11.59%
4 Consumer Discretionary 10.79%
5 Energy 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$335K 0.12%
3,622
+46
102
$330K 0.12%
3,401
-1,016
103
$323K 0.11%
1,437
+5
104
$319K 0.11%
2,989
-316
105
$297K 0.1%
8,799
+294
106
$290K 0.1%
1,321
+22
107
$275K 0.1%
1,302
+25
108
$266K 0.09%
596
+8
109
$241K 0.08%
1,508
-92
110
$239K 0.08%
2,627
111
$177K 0.06%
13,643
+195
112
– –
-1,543
113
– –
-4,528
114
– –
-2,601
115
– –
-994
1 2 3 4
5