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
$347M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$5.5M
3
+$4.09M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.87M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.44M

Top Sells

1
+$1.11M
2
+$538K
3
+$434K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$280K
5
ITB icon
iShares US Home Construction ETF
ITB
+$241K

Sector Composition

1 Technology 2.72%
2 Consumer Discretionary 0.67%
3 Consumer Staples 0.45%
4 Energy 0.37%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$998K 0.29%
2,404
+54
27
$937K 0.27%
18,948
+405
28
$868K 0.25%
34,770
-7,622
29
$803K 0.23%
10,200
-50
30
$799K 0.23%
1,408
+59
31
$749K 0.22%
1,715
+9
32
$731K 0.21%
27,728
-674
33
$722K 0.21%
4,121
34
$720K 0.21%
4,320
+400
35
$697K 0.2%
4,281
-18
36
$656K 0.19%
11,580
+130
37
$626K 0.18%
2,832
-229
38
$614K 0.18%
1,743
+18
39
$580K 0.17%
6,808
+13
40
$572K 0.17%
4,224
+1,882
41
$550K 0.16%
11,412
+39
42
$458K 0.13%
3,867
43
$432K 0.12%
2,761
+13
44
$411K 0.12%
8,058
+219
45
$395K 0.11%
3,413
46
$348K 0.1%
+2,248
47
$335K 0.1%
6,850
48
$320K 0.09%
7,442
49
$315K 0.09%
+1,055
50
$301K 0.09%
895
+100
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