PWS

Peterson Wealth Services Portfolio holdings

AUM $405M
1-Year Est. Return 38.72%
This Quarter Est. Return
1 Year Est. Return
+38.72%
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
+$6.06M
2
+$3.37M
3
+$2.67M
4
ABBV icon
AbbVie
ABBV
+$2.12M
5
CELH icon
Celsius Holdings
CELH
+$636K

Top Sells

1
+$3.5M
2
+$2.78M
3
+$2.28M
4
VUG icon
Vanguard Growth ETF
VUG
+$642K
5
AAPL icon
Apple
AAPL
+$524K

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
NXPI icon
101
NXP Semiconductors
NXPI
$49.6B
$402K 0.11%
1,839
-143
SPGI icon
102
S&P Global
SPGI
$150B
$391K 0.11%
741
+2
FISV
103
Fiserv Inc
FISV
$34.1B
$361K 0.1%
2,091
+2
CMG icon
104
Chipotle Mexican Grill
CMG
$41.7B
$328K 0.09%
5,845
+9
VTV icon
105
Vanguard Value ETF
VTV
$148B
$306K 0.08%
1,729
SCHW icon
106
Charles Schwab
SCHW
$168B
$303K 0.08%
3,320
-336
IQV icon
107
IQVIA
IQV
$37.6B
$295K 0.08%
1,872
+10
GOOG icon
108
Alphabet (Google) Class C
GOOG
$3.34T
$293K 0.08%
1,655
+3
ALL icon
109
Allstate
ALL
$56.1B
$268K 0.07%
1,329
+6
ADP icon
110
Automatic Data Processing
ADP
$102B
$243K 0.07%
788
EW icon
111
Edwards Lifesciences
EW
$50.1B
$230K 0.06%
2,947
-1,947
GSY icon
112
Invesco Ultra Short Duration ETF
GSY
$2.93B
$224K 0.06%
4,468
-6,641
CSCO icon
113
Cisco
CSCO
$307B
$218K 0.06%
3,140
-835
ABT icon
114
Abbott
ABT
$227B
$215K 0.06%
1,581
-169
CVX icon
115
Chevron
CVX
$315B
$214K 0.06%
1,492
-123
NEM icon
116
Newmont
NEM
$95.8B
$212K 0.06%
3,643
-446
APH icon
117
Amphenol
APH
$164B
$198K 0.05%
2,010
+2
XLE icon
118
Energy Select Sector SPDR Fund
XLE
$27.6B
$195K 0.05%
2,296
ZTS icon
119
Zoetis
ZTS
$53.2B
$194K 0.05%
1,246
-17,847
VEA icon
120
Vanguard FTSE Developed Markets ETF
VEA
$180B
$193K 0.05%
3,386
JNPR
121
DELISTED
Juniper Networks
JNPR
$190K 0.05%
4,758
-500
HPE icon
122
Hewlett Packard
HPE
$30.1B
$186K 0.05%
9,116
-869
IHI icon
123
iShares US Medical Devices ETF
IHI
$4.38B
$182K 0.05%
2,910
OSK icon
124
Oshkosh
OSK
$7.88B
$182K 0.05%
1,600
-192
PSX icon
125
Phillips 66
PSX
$57.3B
$173K 0.05%
1,447
-153
3 4
5
6 7