PWS

Peterson Wealth Services Portfolio holdings

AUM $365M
1-Year Est. Return 27.99%
This Quarter Est. Return
1 Year Est. Return
+27.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.55M
3
+$2.16M
4
ADI icon
Analog Devices
ADI
+$1.8M
5
FIS icon
Fidelity National Information Services
FIS
+$1.69M

Top Sells

1
+$3.13M
2
+$2.36M
3
+$2.32M
4
AVGO icon
Broadcom
AVGO
+$2.02M
5
CSCO icon
Cisco
CSCO
+$1.89M

Sector Composition

1 Technology 28.32%
2 Financials 12.15%
3 Consumer Discretionary 11.8%
4 Healthcare 11.43%
5 Energy 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$186K 0.06%
13,805
+162
127
$183K 0.06%
+2,069
128
$179K 0.06%
+1,457
129
$179K 0.06%
+3,386
130
$179K 0.06%
+1,783
131
$175K 0.06%
+4,321
132
$172K 0.06%
+2,910
133
$171K 0.05%
+1,251
134
$161K 0.05%
+3,302
135
$150K 0.05%
+2,837
136
$147K 0.05%
+1,615
137
$145K 0.05%
+410
138
$137K 0.04%
+1,372
139
$120K 0.04%
+7,621
140
$111K 0.04%
+6,646
141
$109K 0.03%
+222
142
$103K 0.03%
+960
143
$102K 0.03%
+2,848
144
$96.9K 0.03%
+429
145
$96.5K 0.03%
+2,043
146
$88.4K 0.03%
+1,936
147
$84.1K 0.03%
+1,677
148
$79.2K 0.03%
+135
149
$76.1K 0.02%
+780
150
$74.3K 0.02%
+150
4 5
6
7 8