PWS

Peterson Wealth Services Portfolio holdings

AUM $391M
1-Year Est. Return 29.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$3.56M
3
+$2.53M
4
ABBV icon
AbbVie
ABBV
+$2.13M
5
CELH icon
Celsius Holdings
CELH
+$528K

Top Sells

1
+$3.61M
2
+$2.83M
3
+$2.28M
4
VUG icon
Vanguard Growth ETF
VUG
+$578K
5
MUSA icon
Murphy USA
MUSA
+$543K

Sector Composition

1 Technology 30.46%
2 Financials 13.69%
3 Consumer Discretionary 11.87%
4 Industrials 9.15%
5 Consumer Staples 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12.5K ﹤0.01%
127
177
$11K ﹤0.01%
183
178
$10.6K ﹤0.01%
72
+8
179
$9.54K ﹤0.01%
728
-272
180
$9.24K ﹤0.01%
400
181
$9.19K ﹤0.01%
213
182
$7.82K ﹤0.01%
58
183
$7.36K ﹤0.01%
80
184
$6.6K ﹤0.01%
17
185
$5.21K ﹤0.01%
74
186
$5K ﹤0.01%
10
187
$4.7K ﹤0.01%
35
188
$4.64K ﹤0.01%
20
189
$4.03K ﹤0.01%
40
190
$3.56K ﹤0.01%
+22
191
$3.32K ﹤0.01%
+20
192
$3.24K ﹤0.01%
+25
193
$2.8K ﹤0.01%
37
194
$2.72K ﹤0.01%
13
195
$2.46K ﹤0.01%
122
+1
196
$1.87K ﹤0.01%
20
197
$1.75K ﹤0.01%
23
-6,555
198
$1.72K ﹤0.01%
17
-4,568
199
$1.43K ﹤0.01%
+104
200
$1.22K ﹤0.01%
3
-1,194
6 7
8
9 10