PWS

Peterson Wealth Services Portfolio holdings

AUM $391M
1-Year Est. Return 29.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$3.56M
3
+$2.53M
4
ABBV icon
AbbVie
ABBV
+$2.13M
5
CELH icon
Celsius Holdings
CELH
+$528K

Top Sells

1
+$3.61M
2
+$2.83M
3
+$2.28M
4
VUG icon
Vanguard Growth ETF
VUG
+$578K
5
MUSA icon
Murphy USA
MUSA
+$543K

Sector Composition

1 Technology 30.46%
2 Financials 13.69%
3 Consumer Discretionary 11.87%
4 Industrials 9.15%
5 Consumer Staples 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.4M 7.24%
60,310
-1,464
2
$23.4M 6.4%
147,944
+611
3
$20M 5.47%
97,388
-2,555
4
$14.8M 4.06%
51,137
+344
5
$14.3M 3.92%
45,024
+8,410
6
$13.5M 3.69%
13,616
+72
7
$13M 3.57%
59,418
+634
8
$12M 3.28%
43,397
+402
9
$11.7M 3.2%
85,560
-245
10
$10.3M 2.82%
19,202
+93
11
$9.41M 2.58%
61,333
+735
12
$8.46M 2.32%
17,420
+59
13
$8.33M 2.28%
16,746
+271
14
$7.89M 2.16%
22,219
+100
15
$6.06M 1.66%
+7,557
16
$6.05M 1.66%
33,233
+1,135
17
$5.83M 1.6%
185,794
+5,079
18
$5.79M 1.59%
26,476
+418
19
$5.73M 1.57%
15,631
+271
20
$5.52M 1.51%
61,457
+1,268
21
$5.31M 1.45%
13,417
+168
22
$5.08M 1.39%
6,884
+98
23
$4.33M 1.19%
18,821
+444
24
$3.88M 1.06%
28,261
+2,999
25
$3.75M 1.03%
17,987
+155
1
2 3 4 5