PWS

Peterson Wealth Services Portfolio holdings

AUM $405M
1-Year Est. Return 38.72%
This Quarter Est. Return
1 Year Est. Return
+38.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.09M
3
+$2.79M
4
COP icon
ConocoPhillips
COP
+$2.56M
5
ORCL icon
Oracle
ORCL
+$2.41M

Top Sells

1
+$4.01M
2
+$3.67M
3
+$3.55M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.72M
5
VTV icon
Vanguard Value ETF
VTV
+$2.22M

Sector Composition

1 Technology 27.68%
2 Financials 14.57%
3 Consumer Discretionary 10.51%
4 Healthcare 9.55%
5 Energy 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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+10
206
$76 ﹤0.01%
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6 7 8
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