PWS

Peterson Wealth Services Portfolio holdings

AUM $405M
1-Year Est. Return 40.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$60.4M
2
+$37.9M
3
+$27.9M
4
NUE icon
Nucor
NUE
+$20.8M
5
ADI icon
Analog Devices
ADI
+$20.5M

Top Sells

1
+$26.6M
2
+$25.3M
3
+$21.7M
4
TSLA icon
Tesla
TSLA
+$15.6M
5
PLTR icon
Palantir
PLTR
+$13.3M

Sector Composition

1 Technology 32.63%
2 Financials 12.8%
3 Consumer Discretionary 12.22%
4 Industrials 10.17%
5 Energy 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.81K ﹤0.01%
979
+966
202
$2.47K ﹤0.01%
343
+221
203
$2.2K ﹤0.01%
26,396
+26,379
204
$1.77K ﹤0.01%
1,835
+1,812
205
$1.53K ﹤0.01%
20
-84
206
$1.47K ﹤0.01%
19,301
+19,219
207
$1.46K ﹤0.01%
+9,340
208
$1.42K ﹤0.01%
7,535
+7,513
209
$1.25K ﹤0.01%
80
-20
210
$1.17K ﹤0.01%
575
+572
211
$1.13K ﹤0.01%
1,230
+1,217
212
$1.05K ﹤0.01%
1,179
+1,142
213
$446 ﹤0.01%
1,321
+1,315
214
$382 ﹤0.01%
267
+263
215
$108 ﹤0.01%
+59,001
216
$47 ﹤0.01%
13
-12
217
– –
-4,758
218
– –
-5
219
– –
-200
220
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-16
221
– –
-3
222
– –
-2
223
– –
-400
224
– –
-2
225
– –
-14
6 7 8
9
10