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
$313M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.55M
3
+$2.16M
4
ADI icon
Analog Devices
ADI
+$1.8M
5
FIS icon
Fidelity National Information Services
FIS
+$1.69M

Top Sells

1
+$3.13M
2
+$2.36M
3
+$2.32M
4
AVGO icon
Broadcom
AVGO
+$2.02M
5
CSCO icon
Cisco
CSCO
+$1.89M

Sector Composition

1 Technology 28.32%
2 Financials 12.15%
3 Consumer Discretionary 11.8%
4 Healthcare 11.43%
5 Energy 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23M 7.35%
98,794
+1,411
2
$19.5M 6.23%
160,721
-91
3
$13.3M 4.24%
34,579
-3,286
4
$12.9M 4.12%
14,543
+348
5
$10.9M 3.49%
41,722
+687
6
$10.6M 3.38%
56,816
+1,173
7
$9.62M 3.07%
55,772
-11,708
8
$9.52M 3.04%
45,171
+1,533
9
$8.08M 2.58%
65,972
+2,024
10
$7.54M 2.41%
19,317
+5,528
11
$6.8M 2.17%
14,781
+484
12
$6.77M 2.16%
15,736
-727
13
$5.9M 1.89%
21,471
+1,253
14
$5.74M 1.83%
14,177
+678
15
$5.39M 1.72%
162,179
+7,359
16
$5.38M 1.72%
6,459
+3,497
17
$4.91M 1.57%
41,254
+1,308
18
$4.61M 1.47%
12,760
+414
19
$4.49M 1.43%
7,254
+340
20
$4.22M 1.35%
40,066
+2,150
21
$4.09M 1.31%
4,617
+100
22
$4.03M 1.29%
16,334
+698
23
$3.83M 1.22%
74,231
+3,993
24
$3.69M 1.18%
21,403
+1,420
25
$3.55M 1.13%
7,893
-62
1
2 3 4 5