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
$333M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.99M
3
+$3.62M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$1.66M
5
ORCL icon
Oracle
ORCL
+$1.47M

Top Sells

1
+$5.38M
2
+$4.91M
3
+$3.62M
4
SWKS icon
Skyworks Solutions
SWKS
+$2.09M
5
ULTA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$17.2K 0.01%
127
177
$16.4K ﹤0.01%
+400
178
$13.9K ﹤0.01%
525
179
$11.6K ﹤0.01%
+44
180
$11.4K ﹤0.01%
1,000
181
– –
-1,500
182
$10.3K ﹤0.01%
+401
183
$10.2K ﹤0.01%
377
+3
184
$8.85K ﹤0.01%
50
185
$7.98K ﹤0.01%
58
186
$7.79K ﹤0.01%
70
187
$7.73K ﹤0.01%
+35
188
$7.54K ﹤0.01%
400
189
$7.37K ﹤0.01%
64
-399
190
$6.87K ﹤0.01%
327
+73
191
$6.83K ﹤0.01%
80
192
$6.47K ﹤0.01%
99
+29
193
$6.17K ﹤0.01%
17
194
$5.59K ﹤0.01%
278
+89
195
$4.69K ﹤0.01%
10
196
$4.54K ﹤0.01%
86
+26
197
$4.24K ﹤0.01%
74
198
$4.07K ﹤0.01%
20
199
$4.01K ﹤0.01%
35
200
$3.98K ﹤0.01%
40
6 7
8
9 10