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
$333M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.99M
3
+$3.62M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$1.66M
5
ORCL icon
Oracle
ORCL
+$1.47M

Top Sells

1
+$5.38M
2
+$4.91M
3
+$3.62M
4
SWKS icon
Skyworks Solutions
SWKS
+$2.09M
5
ULTA icon
Ulta Beauty
ULTA
+$2.07M

Sector Composition

1 Technology 29.27%
2 Consumer Discretionary 14.08%
3 Financials 13.72%
4 Healthcare 9.56%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.17K ﹤0.01%
35
+12
202
$2.94K ﹤0.01%
15
-129
203
$2.91K ﹤0.01%
163
+57
204
$2.83K ﹤0.01%
37
205
– –
-22
206
$1.77K ﹤0.01%
3
207
$1.69K ﹤0.01%
28
208
$1.39K ﹤0.01%
82
209
– –
0
210
$868 ﹤0.01%
30
211
$832 ﹤0.01%
+54
212
$431 ﹤0.01%
6
213
$313 ﹤0.01%
4
214
$303 ﹤0.01%
4
215
$94 ﹤0.01%
25
216
$65 ﹤0.01%
1
217
$45 ﹤0.01%
3
218
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219
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220
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221
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222
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223
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-150
224
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225
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-35
6 7 8
9
10