PWA

Peterson Wealth Advisors Portfolio holdings

AUM $669M
1-Year Est. Return 9.96%
This Quarter Est. Return
1 Year Est. Return
+9.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
+$2.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$1.32M
3
+$591K
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$571K
5
BBHY icon
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
+$434K

Top Sells

1
+$3.84M
2
+$763K
3
+$737K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$412K
5
MDIV icon
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
+$405K

Sector Composition

1 Technology 0.76%
2 Industrials 0.22%
3 Consumer Discretionary 0.17%
4 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$476K 0.39%
3,393
-1,435
27
$430K 0.35%
15,424
-15
28
$409K 0.33%
8,836
-1,836
29
$381K 0.31%
4,867
-5,265
30
$378K 0.31%
6,720
-80
31
$334K 0.27%
3,034
-109
32
$330K 0.27%
2,717
-7
33
$297K 0.24%
5,820
+17
34
$291K 0.24%
8,228
+861
35
$271K 0.22%
809
+4
36
$270K 0.22%
7,085
37
$248K 0.2%
8,659
-6,281
38
$246K 0.2%
+8,214
39
$217K 0.18%
2,674
-314
40
$209K 0.17%
2,460
-2,620
41
$205K 0.17%
4,864
-19
42
$205K 0.17%
3,423
+29
43
$200K 0.16%
4,785
-715
44
– –
-5,146
45
– –
-129,362
46
– –
-1,362
47
– –
-24,671
48
– –
-3,457
49
– –
-1,133
1
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