PWS
Peterson Wealth Services Portfolio holdings
AUM
$365M
This Quarter Return
+5.09%
1 Year Return
+27.99%
3 Year Return
+128.19%
5 Year Return
–
10 Year Return
–
AUM
$286M
AUM Growth
+$286M
(+4.2%)
Cap. Flow
+$24M
Cap. Flow
% of AUM
8.4%
Top 10 Holdings %
Top 10 Hldgs %
42.08%
Holding
115
New
3
Increased
91
Reduced
15
Closed
4
Top Buys
| 1 |
NVIDIA
NVDA
|
$17.8M |
| 2 |
Canadian Natural Resources
CNQ
|
$2.79M |
| 3 |
The Ensign Group
ENSG
|
$816K |
| 4 |
Public Service Enterprise Group
PEG
|
$492K |
| 5 |
NextEra Energy, Inc.
NEE
|
$491K |
Top Sells
| 1 |
Eaton
ETN
|
$1.17M |
| 2 |
Vanguard Growth ETF
VUG
|
$1.02M |
| 3 |
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
|
$847K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$262K |
| 5 |
PXD
Pioneer Natural Resource Co.
PXD
|
$261K |
Sector Composition
| 1 | Technology | 30.06% |
| 2 | Financials | 11.78% |
| 3 | Healthcare | 11.59% |
| 4 | Consumer Discretionary | 10.79% |
| 5 | Energy | 10.65% |
