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
$333M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.99M
3
+$3.62M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$1.66M
5
ORCL icon
Oracle
ORCL
+$1.47M

Top Sells

1
+$5.38M
2
+$4.91M
3
+$3.62M
4
SWKS icon
Skyworks Solutions
SWKS
+$2.09M
5
ULTA icon
Ulta Beauty
ULTA
+$2.07M

Sector Composition

1 Technology 29.27%
2 Consumer Discretionary 14.08%
3 Financials 13.72%
4 Healthcare 9.56%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$163K 0.05%
1,169
-222
127
$162K 0.05%
3,386
128
$159K 0.05%
1,262
+11
129
$157K 0.05%
4,369
+48
130
$154K 0.05%
4,143
-447
131
$150K 0.05%
3,135
-167
132
$145K 0.04%
412
+2
133
$142K 0.04%
1,615
134
$123K 0.04%
2,693
-144
135
$116K 0.03%
222
136
$114K 0.03%
6,646
137
$113K 0.03%
1,506
+134
138
$113K 0.03%
7,040
-581
139
$111K 0.03%
2,051
+8
140
$109K 0.03%
9,034
-4,771
141
$103K 0.03%
2,860
+12
142
$99.9K 0.03%
430
+1
143
$97.9K 0.03%
1,104
-23,519
144
$93K 0.03%
960
145
$83.9K 0.03%
135
146
$81.2K 0.02%
1,877
-59
147
$80.3K 0.02%
+1,602
148
$71.6K 0.02%
784
+4
149
– –
-350
150
$65.2K 0.02%
552
+6
4 5
6
7 8