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
$303M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$14.5M
3
+$9.46M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.38M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.53M

Top Sells

1
+$24.2M
2
+$9.52M
3
+$5.38M
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$796K
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$643K

Sector Composition

1 Technology 1.02%
2 Consumer Discretionary 0.62%
3 Consumer Staples 0.37%
4 Communication Services 0.09%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$927K 0.31%
18,543
+4,808
27
$800K 0.26%
10,250
+183
28
$771K 0.25%
2,350
29
$673K 0.22%
1,706
+2
30
$650K 0.21%
4,121
-91
31
$649K 0.21%
28,402
+1,974
32
$644K 0.21%
4,299
-118
33
$644K 0.21%
3,920
34
$615K 0.2%
3,061
-14
35
$606K 0.2%
1,349
36
$602K 0.2%
11,450
37
$538K 0.18%
6,795
-4
38
$528K 0.17%
11,373
39
$446K 0.15%
1,725
40
$430K 0.14%
3,867
41
$400K 0.13%
2,748
42
$396K 0.13%
7,839
+1,927
43
$349K 0.12%
3,413
44
$345K 0.11%
6,850
+164
45
$292K 0.1%
7,442
46
$290K 0.1%
4,755
47
$270K 0.09%
795
48
$253K 0.08%
2,342
49
$241K 0.08%
3,639
50
$236K 0.08%
4,394
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