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
$151M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$8.2M
3
+$5.38M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$5.27M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$5.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.48%
2 Consumer Discretionary 12.77%
3 Financials 9.36%
4 Healthcare 8.51%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.3M 8.81%
+74,817
2
$8.2M 5.44%
+85,986
3
$5.38M 3.57%
+9,479
4
$5.27M 3.49%
+94,929
5
$5.07M 3.37%
+60,014
6
$4.11M 2.73%
+25,960
7
$3.92M 2.6%
+133,190
8
$3.82M 2.53%
+10,833
9
$3.8M 2.52%
+28,400
10
$3.71M 2.46%
+22,240
11
$3.62M 2.4%
+8,717
12
$3.37M 2.24%
+11,275
13
$3.3M 2.19%
+22,420
14
$3.27M 2.17%
+12,981
15
$3.05M 2.02%
+17,032
16
$3.01M 2%
+45,270
17
$2.71M 1.8%
+4,500
18
$2.71M 1.8%
+12,490
19
$2.69M 1.78%
+15,732
20
$2.61M 1.73%
+8,123
21
$2.61M 1.73%
+10,677
22
$2.6M 1.73%
+22,271
23
$2.6M 1.72%
+17,940
24
$2.45M 1.62%
+55,135
25
$2.4M 1.59%
+8,985
1
2 3 4