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
$365M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$3.56M
3
+$2.53M
4
ABBV icon
AbbVie
ABBV
+$2.13M
5
CELH icon
Celsius Holdings
CELH
+$528K

Top Sells

1
+$3.61M
2
+$2.83M
3
+$2.28M
4
VUG icon
Vanguard Growth ETF
VUG
+$578K
5
MUSA icon
Murphy USA
MUSA
+$543K

Sector Composition

1 Technology 30.46%
2 Financials 13.69%
3 Consumer Discretionary 11.87%
4 Industrials 9.15%
5 Consumer Staples 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.17K ﹤0.01%
+3
202
$1.13K ﹤0.01%
+10
203
$1.13K ﹤0.01%
+37
204
$1.06K ﹤0.01%
+16
205
$1.04K ﹤0.01%
+14
206
$1.03K ﹤0.01%
13
-1,648
207
$1.02K ﹤0.01%
+2
208
$1.02K ﹤0.01%
+100
209
$961 ﹤0.01%
+6
210
$956 ﹤0.01%
82
211
$954 ﹤0.01%
+22
212
$933 ﹤0.01%
+2
213
$845 ﹤0.01%
+3
214
$756 ﹤0.01%
+2
215
$688 ﹤0.01%
+2
216
$582 ﹤0.01%
+3
217
$526 ﹤0.01%
+1
218
$442 ﹤0.01%
6
219
$321 ﹤0.01%
4
220
$112 ﹤0.01%
5
-5
221
$87 ﹤0.01%
25
222
– –
-1,125
223
– –
-54
224
– –
-4
225
– –
-25,384
6 7 8
9
10