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
151
$102K 0.03%
60
-713
152
$101K 0.02%
127
-234
153
$101K 0.02%
48
-1,032
154
$91.6K 0.02%
4,591
+2,523
155
$69.1K 0.02%
2,022
-2,446
156
$68.4K 0.02%
6,036
+4,544
157
$68K 0.02%
951
+725
158
$67.5K 0.02%
1,768
+975
159
$47.3K 0.01%
15,986
+14,986
160
$47.2K 0.01%
+9,457
161
$44.2K 0.01%
42,764
+41,762
162
$44.1K 0.01%
431
-394
163
$40.7K 0.01%
21,359
+21,014
164
$36.8K 0.01%
10
-112
165
$36.4K 0.01%
17
-1,631
166
$35.3K 0.01%
5,693
+4,686
167
$34.3K 0.01%
61,042
+60,862
168
$30.6K 0.01%
18,017
+15,487
169
$28K 0.01%
21,374
+20,128
170
$27.6K 0.01%
9,762
+9,612
171
$26.3K 0.01%
17,466
+17,066
172
$24.3K 0.01%
+3,289
173
$22.6K 0.01%
+59,430
174
$21.9K 0.01%
+13,653
175
$21.1K 0.01%
2,910
+2,479
5 6
7
8 9