PWA
Peterson Wealth Advisors Portfolio holdings
AUM $518M
AUM
$518M
AUM Growth
-$37.4M (-7%)
Cap. Flow
+$21M
Cap. Flow % of AUM
4.06%
Top 10 Holdings %Top 10 Hldgs %
75.14%
Holding
96
New
13
Increased
39
Reduced
31
Closed
7
Top Buys
| 1 | $6.99M | |
| 2 | $5.37M | |
| 3 | $3.89M | |
| 4 | $2.83M | |
| 5 | $1.63M |
Top Sells
| 1 | $6.84M | |
| 2 | $2.53M | |
| 3 | $1.67M | |
| 4 | $1.12M | |
| 5 | $834K |
Sector Composition
| 1 | Technology | 0.83% |
| 2 | Energy | 0.45% |
| 3 | Healthcare | 0.27% |
| 4 | Consumer Staples | 0.25% |
| 5 | Consumer Discretionary | 0.24% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.45M | 0.47% | 69,575 +10,264 | +17% | +$361K | |||
| $2.31M | 0.45% | 22,478 -44 | -0.2% | -$4.53K | |||
| $2.25M | 0.43% | 12,385 -372 | -3% | -$67.5K | |||
| $2.22M | 0.43% | 23,801 +1,134 | +5% | +$106K | |||
| $1.57M | 0.3% | 4,384 +48 | +1% | +$17.2K | |||
| $1.47M | 0.28% | 28,017 +18,851 | +206% | +$986K | |||
| $1.43M | 0.28% | 73,575 -7,559 | -9% | -$147K | |||
| $1.35M | 0.26% | 18,470 -161 | -0.9% | -$11.8K | |||
| $1.27M | 0.25% | 2,745 +1,556 | +131% | +$721K | |||
| $1.24M | 0.24% | 47,689 | New | +$1.24M | |||
| $1.06M | 0.2% | 20,545 +5,678 | +38% | +$292K | |||
| $1.03M | 0.2% | 17,582 -306 | -2% | -$18K | |||
| $1.02M | 0.2% | 40,093 | New | +$1.02M | |||
| $890K | 0.17% | 42,428 | New | +$890K | |||
| $800K | 0.15% | 9,549 -369 | -4% | -$30.9K | |||
| $793K | 0.15% | 4,249 +85 | +2% | +$15.9K | |||
| $754K | 0.15% | 4,922 +542 | +12% | +$83K | |||
| $717K | 0.14% | 3,086 -85 | -3% | -$19.8K | |||
| $716K | 0.14% | 9,776 -236 | -2% | -$17.3K | |||
| $691K | 0.13% | 25,987 -62,826 | -71% | -$1.67M | |||
| $682K | 0.13% | 15,018 | New | +$682K | |||
| $655K | 0.13% | 5,876 +61 | +1% | +$6.8K | |||
| $651K | 0.13% | 11,643 | New | +$651K | |||
| $622K | 0.12% | 8,273 +502 | +6% | +$37.8K | |||
| $600K | 0.12% | 13,957 -1,613 | -10% | -$69.4K |
