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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
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$3.55M
3
+$3.48M
4
ZTS icon
Zoetis
ZTS
+$1.98M
5
SMCI icon
Super Micro Computer
SMCI
+$476K

Top Sells

1
+$4.3M
2
+$2.74M
3
+$2.18M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$2.08M
5
MDT icon
Medtronic
MDT
+$1.91M

Sector Composition

1 Technology 28.87%
2 Industrials 13.97%
3 Financials 12.27%
4 Consumer Discretionary 11.11%
5 Healthcare 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LSTR icon
126
Landstar System
LSTR
$7.44B
$207K 0.05%
1,289
+334
PG icon
127
Procter & Gamble
PG
$350B
$202K 0.05%
1,398
+297
HAP icon
128
VanEck Natural Resources ETF
HAP
$323M
$199K 0.05%
2,742
DHI icon
129
D.R. Horton
DHI
$44B
$190K 0.05%
1,385
+283
TMO icon
130
Thermo Fisher Scientific
TMO
$176B
$181K 0.04%
367
XLE icon
131
State Street Energy Select Sector SPDR ETF
XLE
$37.5B
$177K 0.04%
2,892
ISRG icon
132
Intuitive Surgical
ISRG
$148B
$174K 0.04%
377
SEIC icon
133
SEI Investments
SEIC
$10.8B
$174K 0.04%
2,213
+460
GPN icon
134
Global Payments
GPN
$18.7B
$170K 0.04%
2,526
+518
ADP icon
135
Automatic Data Processing
ADP
$89.2B
$160K 0.04%
788
IHI icon
136
iShares US Medical Devices ETF
IHI
$3.1B
$154K 0.04%
2,894
CMG icon
137
Chipotle Mexican Grill
CMG
$41.8B
$153K 0.04%
4,775
-1,211
FTCS icon
138
First Trust Capital Strength ETF
FTCS
$7.76B
$150K 0.04%
1,615
LEN icon
139
Lennar Class A
LEN
$22.1B
$141K 0.03%
1,629
+398
XLK icon
140
State Street Technology Select Sector SPDR ETF
XLK
$122B
$138K 0.03%
1,035
+2
FAST icon
141
Fastenal
FAST
$52.9B
$136K 0.03%
2,937
+16
UPS icon
142
United Parcel Service
UPS
$92.5B
$134K 0.03%
1,363
+439
KEY icon
143
KeyCorp
KEY
$24.2B
$133K 0.03%
6,646
TSM icon
144
TSMC
TSM
$2.21T
$122K 0.03%
361
LRN icon
145
Stride
LRN
$3.55B
$112K 0.03%
1,265
+452
EFG icon
146
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$107K 0.03%
960
ZION icon
147
Zions Bancorporation
ZION
$9.75B
$107K 0.03%
1,849
+6
SNPS icon
148
Synopsys
SNPS
$85.9B
$103K 0.03%
259
-78
SPYD icon
149
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.42B
$96.2K 0.02%
2,114
+14
VFH icon
150
Vanguard Financials ETF
VFH
$13B
$94.4K 0.02%
781
+2
4 5
6
7 8