PWS

Peterson Wealth Services Portfolio holdings

AUM $405M
1-Year Est. Return 40.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$60.4M
2
+$37.9M
3
+$27.9M
4
NUE icon
Nucor
NUE
+$20.8M
5
ADI icon
Analog Devices
ADI
+$20.5M

Top Sells

1
+$26.6M
2
+$25.3M
3
+$21.7M
4
TSLA icon
Tesla
TSLA
+$15.6M
5
PLTR icon
Palantir
PLTR
+$13.3M

Sector Composition

1 Technology 32.63%
2 Financials 12.8%
3 Consumer Discretionary 12.22%
4 Industrials 10.17%
5 Energy 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.3M 6.98%
13,578
-348,282
2
$27.4M 6.76%
2,605
-145,339
3
$24.1M 5.94%
1,125
-96,263
4
$20M 4.94%
150
-44,874
5
$16M 3.94%
6,646
-44,491
6
$15.4M 3.81%
60,331
+41,129
7
$15.3M 3.78%
3,629
-81,931
8
$14.1M 3.48%
13,709
-29,688
9
$13M 3.22%
1,617
-57,801
10
$12.6M 3.12%
3,407
-10,209
11
$10.5M 2.6%
33,617
-27,716
12
$8.78M 2.17%
25
-17,395
13
$8.61M 2.12%
1,245
-15,501
14
$7.42M 1.83%
1,667
-24,809
15
$7.39M 1.82%
36,997
+14,778
16
$7.29M 1.8%
9,884
+2,327
17
$6.39M 1.58%
1,030
-14,601
18
$5.98M 1.48%
32
-185,762
19
$5.71M 1.41%
160
-61,297
20
$5.43M 1.34%
1,506
-31,727
21
$5.05M 1.25%
2,854
-4,030
22
$4.97M 1.23%
21,074
+7,657
23
$4.51M 1.11%
1,232
-17,589
24
$4.44M 1.09%
226
-17,761
25
$4.14M 1.02%
8,744
-19,517
1
2 3 4 5