PWS

Peterson Wealth Services Portfolio holdings

AUM $405M
1-Year Est. Return 40.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$60.4M
2
+$37.9M
3
+$27.9M
4
NUE icon
Nucor
NUE
+$20.8M
5
ADI icon
Analog Devices
ADI
+$20.5M

Top Sells

1
+$26.6M
2
+$25.3M
3
+$21.7M
4
TSLA icon
Tesla
TSLA
+$15.6M
5
PLTR icon
Palantir
PLTR
+$13.3M

Sector Composition

1 Technology 32.63%
2 Financials 12.8%
3 Consumer Discretionary 12.22%
4 Industrials 10.17%
5 Energy 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$183K 0.05%
16,625
+16,551
127
$178K 0.04%
4,197
+3,830
128
$176K 0.04%
+13,445
129
$175K 0.04%
14,197
+11,287
130
$169K 0.04%
40
-1,010
131
$169K 0.04%
4
-299
132
$168K 0.04%
37
+35
133
$167K 0.04%
+1,521
134
$160K 0.04%
+6,844
135
$155K 0.04%
11,332
+10,167
136
$154K 0.04%
3,855
+2,542
137
$154K 0.04%
775
-1,918
138
$151K 0.04%
2,156
+541
139
$149K 0.04%
+4,970
140
$148K 0.04%
1,594
+546
141
$142K 0.04%
23,408
+20,515
142
$133K 0.03%
+4,092
143
$129K 0.03%
116
-4,476
144
$124K 0.03%
1,897
-4,749
145
$117K 0.03%
10,960
+10,053
146
$109K 0.03%
728
-232
147
$105K 0.03%
1,446
+85
148
$104K 0.03%
192
-1,636
149
$103K 0.03%
460
+45
150
$103K 0.03%
4,608
+3,477
4 5
6
7 8