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
$282M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$3.45M
3
+$2.84M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.58M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.6M

Top Sells

1
+$690K
2
+$245K
3
+$151K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$86.6K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$73.1K

Sector Composition

1 Technology 1.05%
2 Consumer Discretionary 0.64%
3 Consumer Staples 0.38%
4 Communication Services 0.1%
5 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$746K 0.26%
13,735
+172
27
$674K 0.24%
3,920
+200
28
$671K 0.24%
+1,704
29
$670K 0.24%
4,212
+13
30
$666K 0.24%
4,417
31
$643K 0.23%
21,411
+361
32
$617K 0.22%
3,075
+53
33
$615K 0.22%
11,450
34
$605K 0.21%
26,428
-586
35
$550K 0.2%
6,799
+9
36
$535K 0.19%
11,373
-1,443
37
$534K 0.19%
1,349
38
$492K 0.17%
4,833
-12
39
$434K 0.15%
3,867
40
$406K 0.14%
2,748
-1
41
$391K 0.14%
1,725
-30
42
$369K 0.13%
6,686
43
$345K 0.12%
3,413
44
$305K 0.11%
5,912
-14
45
$301K 0.11%
4,755
46
$296K 0.11%
7,442
47
$276K 0.1%
795
+70
48
$264K 0.09%
2,342
+230
49
$252K 0.09%
3,639
50
$239K 0.08%
+4,394
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