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
$158M
AUM Growth
+$8.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.35M
3
+$697K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$692K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$506K

Top Sells

1
+$203K
2
+$33.4K
3
+$30.8K
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$14.9K
5
AAPL icon
Apple
AAPL
+$9.1K

Sector Composition

1 Technology 0.71%
2 Consumer Discretionary 0.51%
3 Consumer Staples 0.2%
4 Industrials 0.17%
5 Financials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$417K 0.26%
11,645
+844
27
$372K 0.24%
5,937
+94
28
$366K 0.23%
6,476
+16
29
$357K 0.23%
2,803
+16
30
$333K 0.21%
5,892
+16
31
$325K 0.21%
2,789
+16
32
$323K 0.2%
1,222
+2
33
$307K 0.19%
1,474
-39
34
$285K 0.18%
4,649
+89
35
$275K 0.17%
8,982
+74
36
$271K 0.17%
744
+1
37
$261K 0.17%
8,390
+35
38
$245K 0.16%
3,674
+18
39
$242K 0.15%
4,755
40
$225K 0.14%
+849
41
$202K 0.13%
+2,597
42
– –
-4,648
1
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