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
$194M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$3.72M
3
+$3.3M
4
INTC icon
Intel
INTC
+$2.51M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.19M

Top Sells

1
+$12.2M
2
+$7.29M
3
+$2.83M
4
WRK
WestRock Company
WRK
+$2.39M
5
SYY icon
Sysco
SYY
+$1.82M

Sector Composition

1 Technology 18.05%
2 Consumer Discretionary 14.62%
3 Financials 11.96%
4 Energy 7.44%
5 Industrials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.2M 7.3%
86,078
+5,062
2
$10.8M 5.57%
124,731
+22,015
3
$10.2M 5.23%
49,067
+32,131
4
$7.16M 3.68%
86,401
-5,420
5
$5.53M 2.85%
42,446
+28,521
6
$5.36M 2.76%
83,863
-44,345
7
$5.2M 2.68%
187,350
+118,810
8
$5.2M 2.67%
10,463
+295
9
$4.75M 2.44%
15,386
+652
10
$4.5M 2.31%
70,130
+9,740
11
$4.31M 2.22%
155,738
+1,866
12
$4.1M 2.11%
56,203
+2,730
13
$4.08M 2.1%
31,561
+16,924
14
$4.05M 2.09%
17,987
+1,462
15
$4.03M 2.07%
43,219
+881
16
$3.86M 1.99%
37,374
+9,660
17
$3.34M 1.72%
21,530
+1,528
18
$3.26M 1.68%
11,042
-1,230
19
$3.21M 1.65%
15,963
-843
20
$2.88M 1.48%
5,006
+1,464
21
$2.88M 1.48%
88,175
+76,972
22
$2.71M 1.4%
19,631
+2,285
23
$2.64M 1.36%
25,366
-1,295
24
$2.51M 1.29%
46,472
+5,522
25
$2.46M 1.27%
12,532
+1,047
1
2 3 4