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
$313M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1 +$2.91M
2 +$2.55M
3 +$2.16M
4
ADI icon
Analog Devices
ADI
+$1.8M
5
FIS icon
Fidelity National Information Services
FIS
+$1.69M

Top Sells

1 +$3.13M
2 +$2.36M
3 +$2.32M
4
AVGO icon
Broadcom
AVGO
+$2.02M
5
CSCO icon
Cisco
CSCO
+$1.89M

Sector Composition

1 Technology 28.32%
2 Financials 12.15%
3 Consumer Discretionary 11.8%
4 Healthcare 11.43%
5 Energy 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$368K 0.12%
1,555
+253
102
$351K 0.11%
3,001
+12
103
$346K 0.11%
669
+73
104
$318K 0.1%
3,145
-256
105
$302K 0.1%
+5,234
106
$286K 0.09%
4,330
+708
107
$282K 0.09%
+1,964
108
$265K 0.08%
+1,391
109
$253K 0.08%
+1,396
110
$245K 0.08%
+4,590
111
$244K 0.08%
+3,771
112
$241K 0.08%
1,271
-237
113
$235K 0.08%
+1,597
114
$231K 0.07%
2,627
115
$222K 0.07%
+5,690
116
$221K 0.07%
4,158
-35,464
117
$218K 0.07%
+788
118
$213K 0.07%
+1,618
119
$210K 0.07%
+1,558
120
$209K 0.07%
+10,226
121
$203K 0.06%
+1,172
122
$202K 0.06%
+1,770
123
$190K 0.06%
+1,006
124
$190K 0.06%
+2,829
125
$187K 0.06%
+7,038