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
$391M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$24.6M
3
+$22.7M
4
TSLA icon
Tesla
TSLA
+$19.1M
5
JPM icon
JPMorgan Chase
JPM
+$13.4M

Top Sells

1
+$57.2M
2
+$40.5M
3
+$35.7M
4
NUE icon
Nucor
NUE
+$22.1M
5
ADI icon
Analog Devices
ADI
+$21.5M

Sector Composition

1 Technology 31.27%
2 Financials 13.42%
3 Consumer Discretionary 12.56%
4 Industrials 10.38%
5 Healthcare 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ONTO icon
201
Onto Innovation
ONTO
$9.67B
$2.68K ﹤0.01%
17
-26,379
FDUS icon
202
Fidus Investment
FDUS
$675M
$2.35K ﹤0.01%
122
-221
HOOD icon
203
Robinhood
HOOD
$67.8B
$2.26K ﹤0.01%
20
-45
RIVN icon
204
Rivian
RIVN
$19B
$2.05K ﹤0.01%
104
+84
M icon
205
Macy's
M
$4.54B
$1.81K ﹤0.01%
82
-19,219
WLK icon
206
Westlake Corp
WLK
$14.2B
$1.7K ﹤0.01%
23
-1,812
AMRZ
207
Amrize Ltd
AMRZ
$31.2B
$1.62K ﹤0.01%
30
-9,310
TTD icon
208
Trade Desk
TTD
$12.9B
$1.41K ﹤0.01%
37
-330
EL icon
209
Estee Lauder
EL
$32.1B
$1.35K ﹤0.01%
13
-1,217
MUSA icon
210
Murphy USA
MUSA
$8.53B
$1.21K ﹤0.01%
3
-572
ATKR icon
211
Atkore
ATKR
$1.9B
$1.2K ﹤0.01%
19
-769
ARM icon
212
Arm
ARM
$129B
$1.09K ﹤0.01%
10
-7,525
CRNC icon
213
Cerence
CRNC
$321M
$1.07K ﹤0.01%
100
+20
STM icon
214
STMicroelectronics
STM
$29.7B
$960 ﹤0.01%
37
-1,142
GIS icon
215
General Mills
GIS
$20.8B
$930 ﹤0.01%
+20
BND icon
216
Vanguard Total Bond Market
BND
$151B
$444 ﹤0.01%
6
-1,315
PKB icon
217
Invesco Building & Construction ETF
PKB
$409M
$370 ﹤0.01%
4
-263
BYND icon
218
Beyond Meat
BYND
$367M
$21 ﹤0.01%
25
+12
NVO icon
219
Novo Nordisk
NVO
$171B
– –
-25
PEG icon
220
Public Service Enterprise Group
PEG
$42.3B
– –
-1,448
SWKS icon
221
Skyworks Solutions
SWKS
$8.2B
– –
-1,446
VWO icon
222
Vanguard FTSE Emerging Markets ETF
VWO
$112B
– –
-59,001
TIC
223
TIC Solutions Inc
TIC
$1.68B
– –
-6,517
5 6 7 8
9