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
$313M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1 +$2.91M
2 +$2.55M
3 +$2.16M
4
ADI icon
Analog Devices
ADI
+$1.8M
5
FIS icon
Fidelity National Information Services
FIS
+$1.69M

Top Sells

1 +$3.13M
2 +$2.36M
3 +$2.32M
4
AVGO icon
Broadcom
AVGO
+$2.02M
5
CSCO icon
Cisco
CSCO
+$1.89M

Sector Composition

1 Technology 28.32%
2 Financials 12.15%
3 Consumer Discretionary 11.8%
4 Healthcare 11.43%
5 Energy 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$3.27K ﹤0.01%
+70
202
$3.15K ﹤0.01%
+22
203
$2.94K ﹤0.01%
+189
204
$2.92K ﹤0.01%
+106
205
$2.89K ﹤0.01%
+37
206
$2.77K ﹤0.01%
+23
207
$1.73K ﹤0.01%
+3
208
$1.42K ﹤0.01%
+28
209
$1.29K ﹤0.01%
+82
210
$1.25K ﹤0.01%
+30
211
$787 ﹤0.01%
+30
212
$521 ﹤0.01%
+14
213
$451 ﹤0.01%
+6
214
$375 ﹤0.01%
+4
215
$318 ﹤0.01%
+4
216
$170 ﹤0.01%
+25
217
$76 ﹤0.01%
+1
218
$46 ﹤0.01%
+3
219
-34,962
220
-101,011
221
-8,633