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
$275M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$2.74M
3
+$1.91M
4
OXY icon
Occidental Petroleum
OXY
+$1.87M
5
APA icon
APA Corp
APA
+$1.41M

Top Sells

1
+$2.7M
2
+$2.44M
3
+$2.33M
4
NVDA icon
NVIDIA
NVDA
+$2.32M
5
TSLA icon
Tesla
TSLA
+$1.18M

Sector Composition

1 Technology 27.19%
2 Financials 12.43%
3 Healthcare 11.83%
4 Energy 11.56%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.5M 6.01%
96,257
+1,688
2
$15.1M 5.51%
167,320
-25,660
3
$14M 5.09%
40,590
-3,301
4
$10.4M 3.8%
14,228
-934
5
$9.99M 3.64%
55,362
+254
6
$8.87M 3.23%
66,950
-7,590
7
$8.66M 3.15%
43,230
-1,491
8
$8.13M 2.96%
63,284
+2,963
9
$7.1M 2.58%
40,376
-6,730
10
$6.81M 2.48%
16,195
+613
11
$5.96M 2.17%
14,169
-104
12
$5.83M 2.12%
152,760
+3,402
13
$5.57M 2.03%
19,941
+32
14
$5.09M 1.85%
39,632
-972
15
$5.05M 1.84%
13,163
+217
16
$4.71M 1.72%
37,029
+1,533
17
$4.49M 1.64%
69,154
+28,843
18
$4.43M 1.61%
13,938
-2,176
19
$4.37M 1.59%
98,936
-3,474
20
$4.35M 1.59%
12,165
+67
21
$3.97M 1.45%
6,832
+216
22
$3.82M 1.39%
19,273
+6,941
23
$3.79M 1.38%
12,128
+131
24
$3.75M 1.37%
15,265
-366
25
$3.49M 1.27%
+4,487
1
2 3 4 5