PWS

Peterson Wealth Services Portfolio holdings

AUM $405M
1-Year Est. Return 38.72%
This Quarter Est. Return
1 Year Est. Return
+38.72%
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
+$6.06M
2
+$3.37M
3
+$2.67M
4
ABBV icon
AbbVie
ABBV
+$2.12M
5
CELH icon
Celsius Holdings
CELH
+$636K

Top Sells

1
+$3.5M
2
+$2.78M
3
+$2.28M
4
VUG icon
Vanguard Growth ETF
VUG
+$642K
5
AAPL icon
Apple
AAPL
+$524K

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
PG icon
126
Procter & Gamble
PG
$340B
$167K 0.05%
1,050
-117
ISRG icon
127
Intuitive Surgical
ISRG
$195B
$165K 0.05%
303
EOG icon
128
EOG Resources
EOG
$60B
$157K 0.04%
1,313
-147
VLO icon
129
Valero Energy
VLO
$55.3B
$153K 0.04%
1,135
-443
TMO icon
130
Thermo Fisher Scientific
TMO
$216B
$149K 0.04%
367
-8,626
FTCS icon
131
First Trust Capital Strength ETF
FTCS
$8.3B
$147K 0.04%
1,615
PHM icon
132
Pultegroup
PHM
$22.6B
$146K 0.04%
1,386
-164
HAP icon
133
VanEck Natural Resources ETF
HAP
$179M
$140K 0.04%
2,693
DHI icon
134
D.R. Horton
DHI
$41.2B
$134K 0.04%
1,043
-128
XLK icon
135
Technology Select Sector SPDR Fund
XLK
$93.9B
$133K 0.04%
524
LEN icon
136
Lennar Class A
LEN
$30.1B
$129K 0.04%
1,165
-136
LSTR icon
137
Landstar System
LSTR
$4.26B
$126K 0.03%
907
-107
ACN icon
138
Accenture
ACN
$151B
$124K 0.03%
415
+2
CGNX icon
139
Cognex
CGNX
$6.09B
$124K 0.03%
3,900
-478
FAST icon
140
Fastenal
FAST
$46.4B
$121K 0.03%
2,893
+15
BV icon
141
BrightView Holdings
BV
$1.15B
$117K 0.03%
7,040
KEY icon
142
KeyCorp
KEY
$19B
$116K 0.03%
6,646
UPS icon
143
United Parcel Service
UPS
$80B
$114K 0.03%
1,131
-149
EFG icon
144
iShares MSCI EAFE Growth ETF
EFG
$11.3B
$108K 0.03%
960
SWKS icon
145
Skyworks Solutions
SWKS
$9.71B
$101K 0.03%
1,361
+144
VFH icon
146
Vanguard Financials ETF
VFH
$12.5B
$98.4K 0.03%
773
+50
ZION icon
147
Zions Bancorporation
ZION
$7.42B
$95K 0.03%
1,828
-231
ICE icon
148
Intercontinental Exchange
ICE
$86.1B
$90.6K 0.02%
494
+1
VGT icon
149
Vanguard Information Technology ETF
VGT
$108B
$89.5K 0.02%
135
SPYD icon
150
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.17B
$87.7K 0.02%
2,068
+16
4 5
6
7 8