PWS

Peterson Wealth Services Portfolio holdings

AUM $405M
1-Year Est. Return 40.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$60.4M
2
+$37.9M
3
+$27.9M
4
NUE icon
Nucor
NUE
+$20.8M
5
ADI icon
Analog Devices
ADI
+$20.5M

Top Sells

1
+$26.6M
2
+$25.3M
3
+$21.7M
4
TSLA icon
Tesla
TSLA
+$15.6M
5
PLTR icon
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
$400K 0.1%
342
-1,313
102
$384K 0.09%
339
-1,533
103
$383K 0.09%
28,937
+23,410
104
$370K 0.09%
2,178
+1,437
105
$330K 0.08%
1,753
-1,567
106
$291K 0.07%
4,084
+2,755
107
$278K 0.07%
2,562
+471
108
$253K 0.06%
30
-1,980
109
$246K 0.06%
30,643
+28,914
110
$241K 0.06%
4,600
+1,653
111
$237K 0.06%
11,283
+5,438
112
$235K 0.06%
15,768
+6,652
113
$231K 0.06%
10,892
+7,249
114
$231K 0.06%
11
-777
115
$230K 0.06%
10
-289
116
$225K 0.06%
9,735
+6,595
117
$220K 0.05%
11,749
+10,168
118
$216K 0.05%
56,952
+55,352
119
$216K 0.05%
+955
120
$205K 0.05%
3,601
+2,154
121
$204K 0.05%
2,693
+1,558
122
$203K 0.05%
2
-3,384
123
$191K 0.05%
180
-1,206
124
$187K 0.05%
10,862
+9,819
125
$185K 0.05%
43,075
+39,175
3 4
5
6 7