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
$139M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.44M
3
+$1.38M
4
COP icon
ConocoPhillips
COP
+$1.33M
5
MOO icon
VanEck Agribusiness ETF
MOO
+$792K

Top Sells

1
+$3.89M
2
+$2.57M
3
+$1.91M
4
CRM icon
Salesforce
CRM
+$1.13M
5
MSFT icon
Microsoft
MSFT
+$1.07M

Sector Composition

1 Technology 17.35%
2 Financials 12.71%
3 Consumer Discretionary 12.13%
4 Energy 7.69%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.6M 7.65%
77,625
+1,443
2
$8.75M 6.31%
101,179
+9,152
3
$6.22M 4.49%
86,968
-6,960
4
$4.79M 3.45%
68,464
+2,720
5
$4.76M 3.43%
9,935
-140
6
$4.07M 2.93%
36,118
+2,947
7
$3.89M 2.8%
14,232
-106
8
$3.7M 2.67%
41,399
+1,207
9
$3.53M 2.54%
134,282
-4,543
10
$3.33M 2.4%
14,859
+2,340
11
$3.22M 2.32%
15,091
+879
12
$3.08M 2.22%
17,321
+313
13
$3.06M 2.21%
15,569
+684
14
$2.99M 2.16%
+79,921
15
$2.96M 2.14%
10,809
+818
16
$2.84M 2.05%
26,777
+2,157
17
$2.74M 1.98%
20,782
-2,980
18
$2.72M 1.96%
11,078
-2
19
$2.69M 1.94%
67,625
+1,733
20
$2.68M 1.93%
55,170
+3,030
21
$2.47M 1.78%
10,210
-411
22
$2.37M 1.71%
18,520
+684
23
$2.23M 1.61%
147,040
+6,480
24
$2.17M 1.56%
19,840
+660
25
$2.07M 1.49%
12,023
+514
1
2 3 4