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
$405M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$3.85M
3
+$2.95M
4
MPC icon
Marathon Petroleum
MPC
+$2.53M
5
ADI icon
Analog Devices
ADI
+$2.07M

Top Sells

1
+$34.7B
2
+$9.94B
3
+$7.08B
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.11B
5
TSLA icon
Tesla
TSLA
+$5.99B

Sector Composition

1 Technology 32.62%
2 Financials 12.81%
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
BKR icon
176
Baker Hughes
BKR
$49.9B
$19.5K ﹤0.01%
400
IJH icon
177
iShares Core S&P Mid-Cap ETF
IJH
$102B
$17K ﹤0.01%
140
-120
IJR icon
178
iShares Core S&P Small-Cap ETF
IJR
$88.9B
$16.6K ﹤0.01%
5,622
+5,482
PEP icon
179
PepsiCo
PEP
$201B
$16.3K ﹤0.01%
33,461
+33,345
IREN icon
180
Iris Energy
IREN
$13.5B
$15.9K ﹤0.01%
+183
CAT icon
181
Caterpillar
CAT
$280B
$15.3K ﹤0.01%
16,142
+16,125
GRFS icon
182
Grifois
GRFS
$6.06B
$15.1K ﹤0.01%
7,287
+5,787
IEMG icon
183
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$12.1K ﹤0.01%
11,830
+11,647
TGT icon
184
Target
TGT
$41.5B
$11.4K ﹤0.01%
45,033
+44,906
ICLN icon
185
iShares Global Clean Energy ETF
ICLN
$1.95B
$11.3K ﹤0.01%
825
+97
RTX icon
186
RTX Corp
RTX
$230B
$10.8K ﹤0.01%
760
+688
VSS icon
187
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.71B
$8.55K ﹤0.01%
3,386
+3,351
XLV icon
188
State Street Health Care Select Sector SPDR ETF
XLV
$40B
$8.07K ﹤0.01%
2,083
+2,025
CF icon
189
CF Industries
CF
$12.5B
$7.18K ﹤0.01%
441
+361
TIC
190
TIC Solutions Inc
TIC
$2.1B
$6.12K ﹤0.01%
+6,517
NOC icon
191
Northrop Grumman
NOC
$78.9B
$6.09K ﹤0.01%
101
+91
NVO icon
192
Novo Nordisk
NVO
$213B
$5.59K ﹤0.01%
25
-172
ICE icon
193
Intercontinental Exchange
ICE
$90.7B
$5.56K ﹤0.01%
2,135
+1,641
WM icon
194
Waste Management
WM
$86.3B
$4.5K ﹤0.01%
23
+3
NOBL icon
195
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
$4.12K ﹤0.01%
10,790
+10,750
HSY icon
196
Hershey
HSY
$37B
$3.74K ﹤0.01%
9,577
+9,557
NUE icon
197
Nucor
NUE
$37.2B
$3.39K ﹤0.01%
146,783
+146,758
LHX icon
198
L3Harris
LHX
$52.5B
$3.37K ﹤0.01%
1,612
+1,429
SYY icon
199
Sysco
SYY
$35.2B
$3.05K ﹤0.01%
361
+324
HOOD icon
200
Robinhood
HOOD
$123B
$2.86K ﹤0.01%
65
+45
6 7
8
9 10