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
$137M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$1.21M
3
+$869K
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$641K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$588K

Top Sells

1
+$437K
2
+$320K
3
+$270K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$217K
5
FXZ icon
First Trust Materials AlphaDEX Fund
FXZ
+$200K

Sector Composition

1 Technology 0.88%
2 Consumer Discretionary 0.58%
3 Industrials 0.22%
4 Consumer Staples 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$486K 0.35%
3,248
-145
27
$429K 0.31%
15,466
+42
28
$373K 0.27%
6,408
-312
29
$368K 0.27%
19,852
-10,288
30
$359K 0.26%
+5,785
31
$346K 0.25%
2,733
+16
32
$343K 0.25%
4,392
-475
33
$322K 0.23%
5,830
+10
34
$320K 0.23%
2,758
-276
35
$315K 0.23%
9,057
+829
36
$301K 0.22%
811
+2
37
$290K 0.21%
+1,398
38
$273K 0.2%
4,095
-4,797
39
$267K 0.19%
+1,138
40
$260K 0.19%
8,235
+21
41
$260K 0.19%
8,728
+69
42
$217K 0.16%
5,302
+438
43
$204K 0.15%
3,437
+14
44
– –
-7,085
45
– –
-2,674
46
– –
-4,785
1
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