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
$313M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.55M
3
+$2.16M
4
ADI icon
Analog Devices
ADI
+$1.8M
5
FIS icon
Fidelity National Information Services
FIS
+$1.69M

Top Sells

1
+$3.13M
2
+$2.36M
3
+$2.32M
4
AVGO icon
Broadcom
AVGO
+$2.02M
5
CSCO icon
Cisco
CSCO
+$1.89M

Sector Composition

1 Technology 28.32%
2 Financials 12.15%
3 Consumer Discretionary 11.8%
4 Healthcare 11.43%
5 Energy 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$20.9K 0.01%
+50
177
$19.8K 0.01%
+127
178
$19.7K 0.01%
+116
179
$19K 0.01%
+431
180
$15.2K ﹤0.01%
+525
181
$14.7K ﹤0.01%
+1,000
182
$14.3K ﹤0.01%
+56
183
$13.3K ﹤0.01%
+1,500
184
$11.1K ﹤0.01%
+35
185
$10.9K ﹤0.01%
374
-8,425
186
$9.35K ﹤0.01%
+400
187
$9.12K ﹤0.01%
+183
188
$8.93K ﹤0.01%
+58
189
$7.6K ﹤0.01%
+50
190
$6.86K ﹤0.01%
+80
191
$6.73K ﹤0.01%
+70
192
$6.65K ﹤0.01%
+17
193
$5.94K ﹤0.01%
+74
194
$5.28K ﹤0.01%
+10
195
$4.98K ﹤0.01%
+254
196
$4.41K ﹤0.01%
+35
197
$4.33K ﹤0.01%
+307
198
$4.27K ﹤0.01%
+40
199
$4.17K ﹤0.01%
+20
200
$3.5K ﹤0.01%
+60
5 6 7
8
9