PWS

Peterson Wealth Services Portfolio holdings

AUM $391M
1-Year Est. Return 29.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$3.56M
3
+$2.53M
4
ABBV icon
AbbVie
ABBV
+$2.13M
5
CELH icon
Celsius Holdings
CELH
+$528K

Top Sells

1
+$3.61M
2
+$2.83M
3
+$2.28M
4
VUG icon
Vanguard Growth ETF
VUG
+$578K
5
MUSA icon
Murphy USA
MUSA
+$543K

Sector Composition

1 Technology 30.46%
2 Financials 13.69%
3 Consumer Discretionary 11.87%
4 Industrials 9.15%
5 Consumer Staples 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$402K 0.11%
1,839
-143
102
$391K 0.11%
741
+2
103
$361K 0.1%
2,091
+2
104
$328K 0.09%
5,845
+9
105
$306K 0.08%
1,729
106
$303K 0.08%
3,320
-336
107
$295K 0.08%
1,872
+10
108
$293K 0.08%
1,655
+3
109
$268K 0.07%
1,329
+6
110
$243K 0.07%
788
111
$230K 0.06%
2,947
-1,947
112
$224K 0.06%
4,468
-6,641
113
$218K 0.06%
3,140
-835
114
$215K 0.06%
1,581
-169
115
$214K 0.06%
1,492
-123
116
$212K 0.06%
3,643
-446
117
$198K 0.05%
2,010
+2
118
$195K 0.05%
4,592
119
$194K 0.05%
1,246
-17,847
120
$193K 0.05%
3,386
121
$190K 0.05%
4,758
-500
122
$186K 0.05%
9,116
-869
123
$182K 0.05%
2,910
124
$182K 0.05%
1,600
-192
125
$173K 0.05%
1,447
-153
3 4
5
6 7