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
$286M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$816K
2
+$492K
3
+$491K
4
XOM icon
Exxon Mobil
XOM
+$384K
5
CSCO icon
Cisco
CSCO
+$290K

Top Sells

1
+$1.17M
2
+$1.02M
3
+$847K
4
NVDA icon
NVIDIA
NVDA
+$804K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$262K

Sector Composition

1 Technology 30.06%
2 Financials 11.78%
3 Healthcare 11.59%
4 Consumer Discretionary 10.79%
5 Energy 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.5M 7.17%
97,383
+1,126
2
$19.9M 6.94%
160,812
-6,508
3
$14.2M 4.95%
37,865
-2,725
4
$12.1M 4.22%
14,195
-33
5
$10.8M 3.79%
67,480
+530
6
$10.8M 3.76%
55,643
+281
7
$8.83M 3.08%
43,638
+408
8
$8.12M 2.84%
41,035
+659
9
$7.9M 2.76%
63,948
+664
10
$7.36M 2.57%
16,463
+268
11
$5.82M 2.03%
14,297
+128
12
$5.7M 1.99%
39,946
+314
13
$5.51M 1.93%
154,820
+2,060
14
$5.31M 1.85%
20,218
+277
15
$4.65M 1.62%
13,499
+336
16
$4.43M 1.55%
70,238
+1,084
17
$4.34M 1.52%
37,916
+887
18
$4.2M 1.47%
12,346
+181
19
$4.19M 1.47%
13,789
-149
20
$4.09M 1.43%
4,517
+30
21
$4M 1.4%
19,983
+710
22
$3.82M 1.34%
6,914
+82
23
$3.54M 1.24%
15,636
+371
24
$3.13M 1.09%
101,011
+2,075
25
$3.13M 1.09%
19,193
+108
1
2 3 4 5