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
$208M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$3.46M
3
+$3.12M
4
ZION icon
Zions Bancorporation
ZION
+$2.2M
5
AMZN icon
Amazon
AMZN
+$2.07M

Top Sells

1
+$10.8M
2
+$5.36M
3
+$4.1M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.08M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.83M

Sector Composition

1 Technology 21.54%
2 Consumer Discretionary 17.08%
3 Financials 13.98%
4 Healthcare 9.41%
5 Industrials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.8M 8.06%
86,521
+443
2
$14M 6.73%
49,558
+41,679
3
$13.1M 6.27%
49,898
+831
4
$8.02M 3.85%
189,810
+2,460
5
$6.94M 3.33%
53,297
+15,923
6
$6.55M 3.15%
63,139
+19,920
7
$6.37M 3.06%
43,836
+1,390
8
$6.04M 2.9%
69,600
-530
9
$5.81M 2.79%
10,800
+337
10
$5.41M 2.6%
15,877
+491
11
$4.54M 2.18%
161,352
+5,614
12
$4.45M 2.14%
18,734
+747
13
$4.18M 2.01%
51,548
-34,853
14
$4.18M 2.01%
12,277
+5,912
15
$3.69M 1.77%
22,319
+789
16
$3.64M 1.75%
11,712
+670
17
$3.46M 1.66%
+11,331
18
$3.41M 1.64%
16,645
+682
19
$3.35M 1.61%
100,399
+12,224
20
$3.13M 1.5%
6,010
+1,004
21
$3.12M 1.5%
+38,564
22
$2.9M 1.39%
7,663
+989
23
$2.65M 1.27%
26,803
+1,437
24
$2.64M 1.27%
18,580
-1,051
25
$2.62M 1.26%
13,397
+865
1
2 3 4