PWS
Peterson Wealth Services Portfolio holdings
AUM
$391M
1-Year Est. Return
29.44%
This Fund
S&P 500
1 Year Est. Return
+29.44%
AUM
$405M
AUM Growth
+$40.2M
(+11%)
Holding
235
Top Buys
| 1 | +$60.4M | |
| 2 | +$37.9M | |
| 3 | +$27.9M | |
| 4 |
Nucor
NUE
|
+$20.8M |
| 5 |
Analog Devices
ADI
|
+$20.5M |
Top Sells
| 1 | +$26.6M | |
| 2 | +$25.3M | |
| 3 | +$21.7M | |
| 4 |
Tesla
TSLA
|
+$15.6M |
| 5 |
Palantir
PLTR
|
+$13.3M |
Sector Composition
| 1 | Technology | 32.63% |
| 2 | Financials | 12.8% |
| 3 | Consumer Discretionary | 12.22% |
| 4 | Industrials | 10.17% |
| 5 | Energy | 6.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Alphabet (Google) Class C
GOOG
$3.68T
| $400K | 0.1% |
342
-1,313
|
|
||
102
IQVIA
IQV
$27.7B
| $384K | 0.09% |
339
-1,533
|
|
||
103
DexCom
DXCM
$25.5B
| $383K | 0.09% |
28,937
+23,410
|
|
||
104
S&P Global
SPGI
$127B
| $370K | 0.09% |
2,178
+1,437
|
|
||
105
Charles Schwab
SCHW
$164B
| $330K | 0.08% |
1,753
-1,567
|
|
||
106
Allstate
ALL
$53.9B
| $291K | 0.07% |
4,084
+2,755
|
|
||
|
FISV
107
Fiserv Inc
FISV
$30.8B
| $278K | 0.07% |
2,562
+471
|
|
||
108
Amphenol
APH
$168B
| $253K | 0.06% |
30
-1,980
|
|
||
109
Vanguard Value ETF
VTV
$166B
| $246K | 0.06% |
30,643
+28,914
|
|
||
110
Edwards Lifesciences
EW
$48.5B
| $241K | 0.06% |
4,600
+1,653
|
|
||
111
Chipotle Mexican Grill
CMG
$44.4B
| $237K | 0.06% |
11,283
+5,438
|
|
||
112
Hewlett Packard
HPE
$29B
| $235K | 0.06% |
15,768
+6,652
|
|
||
113
Newmont
NEM
$120B
| $231K | 0.06% |
10,892
+7,249
|
|
||
114
Automatic Data Processing
ADP
$84.2B
| $231K | 0.06% |
11
-777
|
|
||
115
Applied Materials
AMAT
$275B
| $230K | 0.06% |
10
-289
|
|
||
116
Cisco
CSCO
$312B
| $225K | 0.06% |
9,735
+6,595
|
|
||
117
Abbott
ABT
$191B
| $220K | 0.05% |
11,749
+10,168
|
|
||
118
Oshkosh
OSK
$9.24B
| $216K | 0.05% |
56,952
+55,352
|
|
||
119
Lam Research
LRCX
$274B
| $216K | 0.05% |
+955
|
|
||
120
Phillips 66
PSX
$69.5B
| $205K | 0.05% |
3,601
+2,154
|
|
||
121
Valero Energy
VLO
$69.5B
| $204K | 0.05% |
2,693
+1,558
|
|
||
122
Vanguard FTSE Developed Markets ETF
VEA
$206B
| $203K | 0.05% |
2
-3,384
|
|
||
123
Pultegroup
PHM
$23.5B
| $191K | 0.05% |
180
-1,206
|
|
||
124
D.R. Horton
DHI
$41.2B
| $187K | 0.05% |
10,862
+9,819
|
|
||
125
Cognex
CGNX
$8.21B
| $185K | 0.05% |
43,075
+39,175
|
|