PWS
Peterson Wealth Services Portfolio holdings
AUM
$365M
This Quarter Return
+9.37%
1 Year Return
+27.99%
3 Year Return
+128.19%
5 Year Return
–
10 Year Return
–
AUM
$333M
AUM Growth
+$333M
(+6.4%)
Cap. Flow
-$3.25M
Cap. Flow
% of AUM
-0.98%
Top 10 Holdings %
Top 10 Hldgs %
44.84%
Holding
236
New
17
Increased
101
Reduced
43
Closed
24
Top Buys
| 1 |
Tesla
TSLA
|
$4.19M |
| 2 |
Palantir
PLTR
|
$3.99M |
| 3 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$3.62M |
| 4 |
Invesco Ultra Short Duration ETF
GSY
|
$1.66M |
| 5 |
Oracle
ORCL
|
$1.47M |
Top Sells
| 1 |
ASML
ASML
|
$5.38M |
| 2 |
Novo Nordisk
NVO
|
$4.91M |
| 3 |
Occidental Petroleum
OXY
|
$3.62M |
| 4 |
Skyworks Solutions
SWKS
|
$2.09M |
| 5 |
Ulta Beauty
ULTA
|
$2.07M |
Sector Composition
| 1 | Technology | 29.27% |
| 2 | Consumer Discretionary | 14.08% |
| 3 | Financials | 13.72% |
| 4 | Healthcare | 9.56% |
| 5 | Industrials | 8.12% |
