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
$338M
AUM Growth
-$8.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$4.29M
3
+$2.53M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.89M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$786K

Top Sells

1
+$4.9M
2
+$554K
3
+$506K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$405K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$387K

Sector Composition

1 Technology 1.12%
2 Consumer Discretionary 0.61%
3 Energy 0.57%
4 Consumer Staples 0.46%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$936K 0.28%
3,935
-405
27
$869K 0.26%
18,832
-116
28
$848K 0.25%
30,636
-4,134
29
$783K 0.23%
1,360
-48
30
$748K 0.22%
4,615
+391
31
$739K 0.22%
10,034
-166
32
$710K 0.21%
1,709
-6
33
$705K 0.21%
2,354
-50
34
$682K 0.2%
27,401
-327
35
$681K 0.2%
4,180
-140
36
$677K 0.2%
1,884
+141
37
$675K 0.2%
4,281
38
$639K 0.19%
4,191
+70
39
$602K 0.18%
11,220
-360
40
$545K 0.16%
7,049
+241
41
$545K 0.16%
2,615
-217
42
$533K 0.16%
10,740
-672
43
$399K 0.12%
3,719
-148
44
$387K 0.11%
8,058
45
$353K 0.1%
3,342
-71
46
$353K 0.1%
2,266
-495
47
$352K 0.1%
1,582
+687
48
$319K 0.09%
2,328
+80
49
$315K 0.09%
7,442
50
$309K 0.09%
6,850
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