PWS

Peterson Wealth Services Portfolio holdings

AUM $405M
1-Year Est. Return 40.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$60.4M
2
+$37.9M
3
+$27.9M
4
NUE icon
Nucor
NUE
+$20.8M
5
ADI icon
Analog Devices
ADI
+$20.5M

Top Sells

1
+$26.6M
2
+$25.3M
3
+$21.7M
4
TSLA icon
Tesla
TSLA
+$15.6M
5
PLTR icon
Palantir
PLTR
+$13.3M

Sector Composition

1 Technology 32.63%
2 Financials 12.8%
3 Consumer Discretionary 12.22%
4 Industrials 10.17%
5 Energy 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$19.5K ﹤0.01%
400
177
$17K ﹤0.01%
140
-120
178
$16.6K ﹤0.01%
5,622
+5,482
179
$16.3K ﹤0.01%
33,461
+33,345
180
$15.9K ﹤0.01%
+183
181
$15.3K ﹤0.01%
16,142
+16,125
182
$15.1K ﹤0.01%
7,287
+5,787
183
$12.1K ﹤0.01%
11,830
+11,647
184
$11.4K ﹤0.01%
45,033
+44,906
185
$11.3K ﹤0.01%
825
+97
186
$10.8K ﹤0.01%
760
+688
187
$8.55K ﹤0.01%
3,386
+3,351
188
$8.07K ﹤0.01%
2,083
+2,025
189
$7.18K ﹤0.01%
441
+361
190
$6.12K ﹤0.01%
+6,517
191
$6.09K ﹤0.01%
101
+91
192
$5.59K ﹤0.01%
25
-172
193
$5.56K ﹤0.01%
2,135
+1,641
194
$4.5K ﹤0.01%
23
+3
195
$4.12K ﹤0.01%
10,790
+10,750
196
$3.74K ﹤0.01%
9,577
+9,557
197
$3.39K ﹤0.01%
146,783
+146,758
198
$3.37K ﹤0.01%
1,612
+1,429
199
$3.05K ﹤0.01%
361
+324
200
$2.86K ﹤0.01%
65
+45
6 7
8
9 10