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
$313M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.55M
3
+$2.16M
4
ADI icon
Analog Devices
ADI
+$1.8M
5
FIS icon
Fidelity National Information Services
FIS
+$1.69M

Top Sells

1
+$3.13M
2
+$2.36M
3
+$2.32M
4
AVGO icon
Broadcom
AVGO
+$2.02M
5
CSCO icon
Cisco
CSCO
+$1.89M

Sector Composition

1 Technology 28.32%
2 Financials 12.15%
3 Consumer Discretionary 11.8%
4 Healthcare 11.43%
5 Energy 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$60.8K 0.02%
+350
152
$60.4K 0.02%
+299
153
$60.1K 0.02%
+546
154
$56.1K 0.02%
+463
155
$51K 0.02%
+205
156
$50.7K 0.02%
+979
157
$48.3K 0.02%
+167
158
$44.4K 0.01%
+225
159
$42.6K 0.01%
+226
160
$41.9K 0.01%
+500
161
$40.9K 0.01%
+70
162
$38.9K 0.01%
+3,685
163
$38.8K 0.01%
+1,125
164
$37.8K 0.01%
+825
165
$36.4K 0.01%
+200
166
$36.1K 0.01%
+175
167
$35.9K 0.01%
341
-22,039
168
$35.1K 0.01%
+430
169
$34.5K 0.01%
+114
170
$32.7K 0.01%
+158
171
$31.4K 0.01%
+500
172
$30.2K 0.01%
+1,616
173
$29.8K 0.01%
+120
174
$28.5K 0.01%
+144
175
$27.9K 0.01%
+180
5 6
7
8 9