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
$333M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.99M
3
+$3.62M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$1.66M
5
ORCL icon
Oracle
ORCL
+$1.47M

Top Sells

1
+$5.38M
2
+$4.91M
3
+$3.62M
4
SWKS icon
Skyworks Solutions
SWKS
+$2.09M
5
ULTA icon
Ulta Beauty
ULTA
+$2.07M

Sector Composition

1 Technology 29.27%
2 Consumer Discretionary 14.08%
3 Financials 13.72%
4 Healthcare 9.56%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$55.4K 0.02%
979
152
$49.4K 0.01%
1,000
-73,231
153
$48.6K 0.01%
299
154
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225
155
$38.3K 0.01%
342
+1
156
$37.7K 0.01%
226
157
$36.8K 0.01%
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+32
158
$36.4K 0.01%
1,113
-39,202
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$36.3K 0.01%
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$35.7K 0.01%
158
161
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1,626
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162
$34.9K 0.01%
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163
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825
164
$34K 0.01%
70
165
$32.8K 0.01%
175
166
$32K 0.01%
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167
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200
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$30K 0.01%
114
169
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400
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171
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180
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50
173
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56
174
$18.4K 0.01%
431
175
$17.6K 0.01%
116
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