PETERSON WEALTH SERVICES
PETERSON WEALTH SERVICES runs PETERSON WEALTH SERVICES and currently holds 214 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $404.72M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. PETERSON WEALTH SERVICES ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, PETERSON WEALTH SERVICES's portfolio at PETERSON WEALTH SERVICES has delivered returns of +24.18%. Their 3-year annualized return is +69.12%. Looking at the 5-year horizon, PETERSON WEALTH SERVICES has achieved +49.49% annualized returns at PETERSON WEALTH SERVICES.
Portfolio Value
$404.72M
Alpha Score
45.4
#0 of 1000
Holdings
214
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|