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
$141M
AUM Growth
+$2.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$617K
2
+$464K
3
+$371K
4
JPM icon
JPMorgan Chase
JPM
+$360K
5
AVGO icon
Broadcom
AVGO
+$306K

Top Sells

1
+$1M
2
+$384K
3
+$229K
4
AXP icon
American Express
AXP
+$202K
5
VTV icon
Vanguard Value ETF
VTV
+$46.2K

Sector Composition

1 Technology 16.69%
2 Consumer Discretionary 13.46%
3 Financials 13.09%
4 Energy 8.28%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.1M 7.87%
80,308
+2,683
2
$8.16M 5.78%
101,077
-102
3
$6.52M 4.62%
90,488
+3,520
4
$4.76M 3.37%
10,077
+142
5
$4.2M 2.98%
15,831
+972
6
$4.14M 2.94%
41,898
+499
7
$4.13M 2.93%
39,562
+3,444
8
$3.9M 2.76%
14,600
+368
9
$3.54M 2.51%
53,363
-15,101
10
$3.4M 2.41%
146,076
+11,794
11
$3.29M 2.33%
11,904
+1,095
12
$3.19M 2.26%
16,350
+1,259
13
$3.13M 2.22%
19,171
+1,850
14
$3.11M 2.2%
27,512
+735
15
$2.86M 2.03%
16,104
+535
16
$2.76M 1.95%
62,070
+6,900
17
$2.68M 1.9%
11,172
+94
18
$2.52M 1.79%
20,408
-374
19
$2.4M 1.7%
11,534
+1,324
20
$2.35M 1.66%
18,848
+328
21
$2.21M 1.57%
26,266
+434
22
$2.18M 1.55%
21,312
+1,036
23
$2.14M 1.52%
83,168
+3,247
24
$2.14M 1.52%
69,350
+1,725
25
$2.13M 1.51%
21,919
+257
1
2 3 4