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
$323M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.09M
3
+$2.79M
4
COP icon
ConocoPhillips
COP
+$2.56M
5
ORCL icon
Oracle
ORCL
+$2.41M

Top Sells

1
+$4.01M
2
+$3.67M
3
+$3.55M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.72M
5
VTV icon
Vanguard Value ETF
VTV
+$2.22M

Sector Composition

1 Technology 27.68%
2 Financials 14.57%
3 Consumer Discretionary 10.51%
4 Healthcare 9.55%
5 Energy 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OSK icon
126
Oshkosh
OSK
$8.63B
$169K 0.05%
1,792
-9
PHM icon
127
Pultegroup
PHM
$24.3B
$159K 0.05%
1,550
-7
HPE icon
128
Hewlett Packard
HPE
$30.2B
$154K 0.05%
9,985
-281
LSTR icon
129
Landstar System
LSTR
$4.62B
$152K 0.05%
1,014
-2
ISRG icon
130
Intuitive Surgical
ISRG
$164B
$150K 0.05%
303
+81
LEN icon
131
Lennar Class A
LEN
$32.1B
$149K 0.05%
1,301
-73
DHI icon
132
D.R. Horton
DHI
$45.8B
$149K 0.05%
1,171
+2
FTCS icon
133
First Trust Capital Strength ETF
FTCS
$8.44B
$145K 0.04%
1,615
UPS icon
134
United Parcel Service
UPS
$73.7B
$141K 0.04%
1,280
+18
HAP icon
135
VanEck Natural Resources ETF
HAP
$176M
$134K 0.04%
2,693
APH icon
136
Amphenol
APH
$156B
$132K 0.04%
+2,008
CGNX icon
137
Cognex
CGNX
$7.94B
$131K 0.04%
4,378
+9
ACN icon
138
Accenture
ACN
$150B
$129K 0.04%
413
+1
FAST icon
139
Fastenal
FAST
$49.4B
$112K 0.03%
2,878
+18
EL icon
140
Estee Lauder
EL
$36.9B
$110K 0.03%
1,661
+155
XLK icon
141
Technology Select Sector SPDR Fund
XLK
$94.7B
$108K 0.03%
524
+94
KEY icon
142
KeyCorp
KEY
$19.1B
$106K 0.03%
6,646
ZION icon
143
Zions Bancorporation
ZION
$7.67B
$103K 0.03%
2,059
+8
EFG icon
144
iShares MSCI EAFE Growth ETF
EFG
$11.7B
$96K 0.03%
960
SPYD icon
145
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.31B
$90.8K 0.03%
2,052
+175
BV icon
146
BrightView Holdings
BV
$1.25B
$90.4K 0.03%
7,040
VFH icon
147
Vanguard Financials ETF
VFH
$12.7B
$86.4K 0.03%
723
+171
ICE icon
148
Intercontinental Exchange
ICE
$88.9B
$85K 0.03%
493
-2,829
SWKS icon
149
Skyworks Solutions
SWKS
$11.3B
$78.7K 0.02%
1,217
+113
SBUX icon
150
Starbucks
SBUX
$96.1B
$77.3K 0.02%
788
+4
4 5
6
7 8