PWS

Peterson Wealth Services Portfolio holdings

AUM $391M
1-Year Est. Return 29.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.44%
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
+$5.42M
2
+$3.56M
3
+$2.53M
4
ABBV icon
AbbVie
ABBV
+$2.13M
5
CELH icon
Celsius Holdings
CELH
+$528K

Top Sells

1
+$3.61M
2
+$2.83M
3
+$2.28M
4
VUG icon
Vanguard Growth ETF
VUG
+$578K
5
MUSA icon
Murphy USA
MUSA
+$543K

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
151
$81.8K 0.02%
+361
152
$72.6K 0.02%
793
+5
153
$58.2K 0.02%
226
154
$54.7K 0.02%
299
155
$46.4K 0.01%
1,002
+23
156
$45.9K 0.01%
183
-1,517
157
$42K 0.01%
1,000
158
$40K 0.01%
345
+1
159
$39.8K 0.01%
825
160
$35.2K 0.01%
1,648
+11
161
$32.3K 0.01%
180
162
$32K 0.01%
1,007
163
$31.2K 0.01%
122
+1
164
$31.1K 0.01%
150
-25
165
$27.5K 0.01%
2,530
-1,264
166
$27K 0.01%
400
167
$26.4K 0.01%
200
168
$19.1K 0.01%
431
169
$16.5K ﹤0.01%
580
-66
170
$16.1K ﹤0.01%
260
171
$15.3K ﹤0.01%
400
172
$15.3K ﹤0.01%
140
173
$15.3K ﹤0.01%
116
174
$13.6K ﹤0.01%
+197
175
$13.6K ﹤0.01%
+1,500
5 6
7
8 9