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
$405M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$3.85M
3
+$2.95M
4
MPC icon
Marathon Petroleum
MPC
+$2.53M
5
ADI icon
Analog Devices
ADI
+$2.07M

Top Sells

1
+$34.7B
2
+$9.94B
3
+$7.08B
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.11B
5
TSLA icon
Tesla
TSLA
+$5.99B

Sector Composition

1 Technology 32.62%
2 Financials 12.81%
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
MCHP icon
126
Microchip Technology
MCHP
$35B
$183K 0.05%
16,625
+16,551
TMO icon
127
Thermo Fisher Scientific
TMO
$216B
$178K 0.04%
4,197
+3,830
LRN icon
128
Stride
LRN
$2.68B
$176K 0.04%
+13,445
IHI icon
129
iShares US Medical Devices ETF
IHI
$4.27B
$175K 0.04%
14,197
+11,287
PG icon
130
Procter & Gamble
PG
$340B
$169K 0.04%
40
-1,010
ISRG icon
131
Intuitive Surgical
ISRG
$202B
$169K 0.04%
4
-299
SNPS icon
132
Synopsys
SNPS
$88.3B
$168K 0.04%
37
+35
GPN icon
133
Global Payments
GPN
$18.9B
$167K 0.04%
+1,521
QQQ icon
134
Invesco QQQ Trust
QQQ
$407B
$160K 0.04%
+6,844
LEN icon
135
Lennar Class A
LEN
$31.3B
$155K 0.04%
11,332
+10,167
EOG icon
136
EOG Resources
EOG
$60.9B
$154K 0.04%
3,855
+2,542
HAP icon
137
VanEck Natural Resources ETF
HAP
$200M
$154K 0.04%
775
-1,918
FTCS icon
138
First Trust Capital Strength ETF
FTCS
$8.22B
$151K 0.04%
2,156
+541
SEIC icon
139
SEI Investments
SEIC
$9.94B
$149K 0.04%
+4,970
XLK icon
140
State Street Technology Select Sector SPDR ETF
XLK
$95.2B
$148K 0.04%
797
+273
FAST icon
141
Fastenal
FAST
$48B
$142K 0.04%
23,408
+20,515
KO icon
142
Coca-Cola
KO
$303B
$133K 0.03%
+4,092
XLE icon
143
State Street Energy Select Sector SPDR ETF
XLE
$27.8B
$129K 0.03%
58
-2,238
KEY icon
144
KeyCorp
KEY
$20.9B
$124K 0.03%
1,897
-4,749
LSTR icon
145
Landstar System
LSTR
$4.84B
$117K 0.03%
10,960
+10,053
EFG icon
146
iShares MSCI EAFE Growth ETF
EFG
$9.5B
$109K 0.03%
728
-232
SWKS icon
147
Skyworks Solutions
SWKS
$10.3B
$105K 0.03%
1,446
+85
ZION icon
148
Zions Bancorporation
ZION
$8.22B
$104K 0.03%
192
-1,636
ACN icon
149
Accenture
ACN
$167B
$103K 0.03%
460
+45
UPS icon
150
United Parcel Service
UPS
$80.4B
$103K 0.03%
4,608
+3,477
4 5
6
7 8