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
$163M
AUM Growth
+$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$921K
2
+$678K
3
+$637K
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$529K
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$522K

Top Sells

1
+$202K
2
+$40.1K
3
+$32.8K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$18.2K
5
HD icon
Home Depot
HD
+$7.43K

Sector Composition

1 Technology 0.74%
2 Consumer Discretionary 0.48%
3 Consumer Staples 0.22%
4 Industrials 0.17%
5 Financials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$432K 0.26%
14,572
-1,354
27
$375K 0.23%
5,960
+23
28
$364K 0.22%
6,496
+20
29
$362K 0.22%
2,821
+18
30
$353K 0.22%
1,224
+2
31
$336K 0.21%
5,916
+24
32
$335K 0.21%
1,442
-32
33
$334K 0.2%
2,806
+17
34
$284K 0.17%
4,649
35
$283K 0.17%
745
+1
36
$282K 0.17%
9,093
+111
37
$268K 0.16%
8,417
+27
38
$237K 0.15%
4,755
39
$231K 0.14%
850
+1
40
$228K 0.14%
3,403
-271
41
$206K 0.13%
+3,208
42
– –
-2,597
1
2