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
$323M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.09M
3
+$2.79M
4
COP icon
ConocoPhillips
COP
+$2.56M
5
ORCL icon
Oracle
ORCL
+$2.41M

Top Sells

1
+$4.01M
2
+$3.67M
3
+$3.55M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.72M
5
VTV icon
Vanguard Value ETF
VTV
+$2.22M

Sector Composition

1 Technology 27.68%
2 Financials 14.57%
3 Consumer Discretionary 10.51%
4 Healthcare 9.55%
5 Energy 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$73.2K 0.02%
135
152
$65.9K 0.02%
+1,851
153
– –
0
154
$59.7K 0.02%
979
155
$49.4K 0.02%
1,000
156
$47.1K 0.01%
225
157
$45.2K 0.01%
226
158
$43.4K 0.01%
299
159
$38.3K 0.01%
344
+2
160
$38.1K 0.01%
3,794
+77
161
$37.7K 0.01%
1,007
-106
162
$36.1K 0.01%
825
163
$34.7K 0.01%
1,637
+11
164
$33.1K 0.01%
1,125
165
$31.4K 0.01%
175
166
$30.5K 0.01%
180
167
$28.7K 0.01%
121
168
$27.8K 0.01%
200
169
$27.6K 0.01%
400
170
$19.6K 0.01%
431
171
$17.6K 0.01%
400
172
$17.4K 0.01%
116
173
$17.1K 0.01%
+646
174
$15.2K ﹤0.01%
260
-7,057
175
$14.7K ﹤0.01%
54
-60
5 6
7
8 9