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
$175M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$9.75M
3
+$7.5M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.99M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.3M

Top Sells

1
+$3.44M
2
+$1.9M
3
+$1.55M
4
MKSI icon
MKS Inc
MKSI
+$1.29M
5
NVDA icon
NVIDIA
NVDA
+$1.22M

Sector Composition

1 Technology 11.14%
2 Consumer Discretionary 10.56%
3 Financials 10.38%
4 Energy 7.41%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.2M 6.99%
+290,856
2
$10.5M 6.03%
81,016
+708
3
$9.75M 5.58%
+246,310
4
$8.82M 5.05%
102,716
+1,639
5
$8.03M 4.6%
91,821
+1,333
6
$7.5M 4.3%
+128,208
7
$4.64M 2.66%
10,168
+91
8
$4.55M 2.61%
14,734
+134
9
$4.52M 2.59%
42,338
+440
10
$4.27M 2.45%
153,872
+7,796
11
$4.01M 2.3%
53,473
+110
12
$3.88M 2.22%
12,272
+368
13
$3.53M 2.02%
20,002
+831
14
$3.48M 1.99%
16,806
+456
15
$3.43M 1.97%
16,525
+421
16
$3.38M 1.93%
60,390
-1,680
17
$2.78M 1.59%
11,275
+103
18
$2.69M 1.54%
18,952
+104
19
$2.64M 1.51%
26,661
+395
20
$2.56M 1.46%
21,675
+363
21
$2.53M 1.45%
21,953
+34
22
$2.43M 1.39%
17,346
-3,062
23
$2.39M 1.37%
68,094
-1,256
24
$2.39M 1.37%
11,485
-49
25
$2.33M 1.33%
27,714
+202
1
2 3 4