PHWA
Petersen Hastings Wealth Advisors Portfolio holdings
AUM
$1.09B
This Fund
S&P 500
1 Year Est. Return
–
AUM
$1.09B
AUM Growth
+$50.3M
(+4.8%)
Holding
82
Top Buys
| 1 | +$7.83M | |
| 2 | +$6.34M | |
| 3 | +$4.27M | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.94M |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
+$3.78M |
Top Sells
| 1 | +$338K | |
| 2 | +$299K | |
| 3 | +$221K | |
| 4 |
Visa
V
|
+$204K |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$118K |
Sector Composition
| 1 | Technology | 0.79% |
| 2 | Consumer Staples | 0.21% |
| 3 | Healthcare | 0.14% |
| 4 | Energy | 0.13% |
| 5 | Consumer Discretionary | 0.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Avantis Emerging Markets Equity ETF
AVEM
$25.7B
| $234K | 0.02% |
+2,898
|
|
||
77
PACCAR
PCAR
$59.5B
| $203K | 0.02% |
+1,755
|
|
||
78
Vanguard Small-Cap Value ETF
VBR
$35.4B
| $202K | 0.02% |
+930
|
|
||
79
Avantis US Equity ETF
AVUS
$13.1B
| $202K | 0.02% |
+1,813
|
|
||
80
Invesco QQQ Trust
QQQ
$485B
| $201K | 0.02% |
+348
|
|
||
|
DSM
81
BNY Mellon Strategic Municipal Bond Fund
DSM
$300M
| $174K | 0.02% |
28,930
|
|
||
|
82
Visa
V
$626B
| – | – |
-582
|
|