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
$333M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.99M
3
+$3.62M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$1.66M
5
ORCL icon
Oracle
ORCL
+$1.47M

Top Sells

1
+$5.38M
2
+$4.91M
3
+$3.62M
4
SWKS icon
Skyworks Solutions
SWKS
+$2.09M
5
ULTA icon
Ulta Beauty
ULTA
+$2.07M

Sector Composition

1 Technology 29.27%
2 Consumer Discretionary 14.08%
3 Financials 13.72%
4 Healthcare 9.56%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$356K 0.11%
1,732
+205
102
$354K 0.11%
4,783
+453
103
$348K 0.1%
5,772
+538
104
$347K 0.1%
1,820
-2,106
105
$338K 0.1%
2,930
-71
106
$289K 0.09%
2,986
-159
107
$280K 0.08%
3,790
+19
108
$266K 0.08%
1,379
+108
109
$243K 0.07%
4,106
-52
110
$236K 0.07%
3,030
+201
111
$233K 0.07%
1,611
+14
112
$231K 0.07%
788
113
$225K 0.07%
2,627
114
$219K 0.07%
10,266
+40
115
$204K 0.06%
5,437
-253
116
$202K 0.06%
1,787
+17
117
$198K 0.06%
1,183
+11
118
$194K 0.06%
1,579
+21
119
$186K 0.06%
1,634
+16
120
$181K 0.05%
1,374
-22
121
$181K 0.05%
1,475
+18
122
$175K 0.05%
1,016
+10
123
$171K 0.05%
1,801
+18
124
$170K 0.05%
2,910
125
$170K 0.05%
1,557
-407
3 4
5
6 7