PWS

Peterson Wealth Services Portfolio holdings

AUM $391M
1-Year Est. Return 29.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$3.56M
3
+$2.53M
4
ABBV icon
AbbVie
ABBV
+$2.13M
5
CELH icon
Celsius Holdings
CELH
+$528K

Top Sells

1
+$3.61M
2
+$2.83M
3
+$2.28M
4
VUG icon
Vanguard Growth ETF
VUG
+$578K
5
MUSA icon
Murphy USA
MUSA
+$543K

Sector Composition

1 Technology 30.46%
2 Financials 13.69%
3 Consumer Discretionary 11.87%
4 Industrials 9.15%
5 Consumer Staples 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$167K 0.05%
1,050
-117
127
$165K 0.05%
303
128
$157K 0.04%
1,313
-147
129
$153K 0.04%
1,135
-443
130
$149K 0.04%
367
-8,626
131
$147K 0.04%
1,615
132
$146K 0.04%
1,386
-164
133
$140K 0.04%
2,693
134
$134K 0.04%
1,043
-128
135
$133K 0.04%
1,048
136
$129K 0.04%
1,165
-136
137
$126K 0.03%
907
-107
138
$124K 0.03%
415
+2
139
$124K 0.03%
3,900
-478
140
$121K 0.03%
2,893
+15
141
$117K 0.03%
7,040
142
$116K 0.03%
6,646
143
$114K 0.03%
1,131
-149
144
$108K 0.03%
960
145
$101K 0.03%
1,361
+144
146
$98.4K 0.03%
773
+50
147
$95K 0.03%
1,828
-231
148
$90.6K 0.02%
494
+1
149
$89.5K 0.02%
135
150
$87.7K 0.02%
2,068
+16
4 5
6
7 8