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
$323M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.09M
3
+$2.79M
4
COP icon
ConocoPhillips
COP
+$2.56M
5
ORCL icon
Oracle
ORCL
+$2.41M

Top Sells

1
+$4.01M
2
+$3.67M
3
+$3.55M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.72M
5
VTV icon
Vanguard Value ETF
VTV
+$2.22M

Sector Composition

1 Technology 27.68%
2 Financials 14.57%
3 Consumer Discretionary 10.51%
4 Healthcare 9.55%
5 Energy 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$14.6K ﹤0.01%
140
-2,790
177
– –
0
178
$13.3K ﹤0.01%
127
179
$11.4K ﹤0.01%
1,000
180
– –
0
181
$9.88K ﹤0.01%
183
-12,892
182
$9.6K ﹤0.01%
+213
183
$8.48K ﹤0.01%
64
184
$8.47K ﹤0.01%
58
185
$7.71K ﹤0.01%
400
186
$6.25K ﹤0.01%
80
187
$5.61K ﹤0.01%
17
188
$5.12K ﹤0.01%
10
189
$4.68K ﹤0.01%
20
190
$4.09K ﹤0.01%
40
191
$4.05K ﹤0.01%
35
192
$3.58K ﹤0.01%
74
193
$2.91K ﹤0.01%
15
194
$2.78K ﹤0.01%
37
195
$2.48K ﹤0.01%
121
-206
196
– –
0
197
$2.22K ﹤0.01%
13
-37
198
$1.03K ﹤0.01%
82
199
$916 ﹤0.01%
3
-53
200
$832 ﹤0.01%
+20
6 7
8
9 10