PWA
Peterson Wealth Advisors Portfolio holdings
AUM
$606M
1-Year Return
10.09%
This Quarter Return
-1.14%
1 Year Return
+10.09%
3 Year Return
+39.98%
5 Year Return
+64.54%
10 Year Return
–
AUM
$121M
AUM Growth
+$10.4M
(+9.4%)
Cap. Flow
+$11.7M
Cap. Flow
% of AUM
9.63%
Top 10 Holdings %
Top 10 Hldgs %
76.98%
Holding
49
New
4
Increased
19
Reduced
22
Closed
2
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$24.5M |
| 2 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$5.64M |
| 3 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$5.06M |
| 4 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$3.79M |
| 5 |
iShares Core US REIT ETF
USRT
|
$3.18M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$24.2M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$5.61M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.96M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$2.67M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$2.65M |
Sector Composition
| 1 | Technology | 0.79% |
| 2 | Consumer Discretionary | 0.5% |
| 3 | Industrials | 0.22% |
| 4 | Consumer Staples | 0.18% |
