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
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$6.15M
3
+$5.69M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.41M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.11M

Top Sells

1
+$20.4M
2
+$5.26M
3
+$1.89M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$796K
5
USRT icon
iShares Core US REIT ETF
USRT
+$311K

Sector Composition

1 Technology 1%
2 Energy 0.65%
3 Consumer Discretionary 0.55%
4 Consumer Staples 0.43%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$841K 0.28%
2,424
+715
27
$821K 0.27%
4,169
+234
28
$707K 0.23%
4,615
29
$652K 0.22%
1,360
30
$646K 0.21%
2,354
31
$641K 0.21%
24,906
-5,730
32
$641K 0.21%
30,382
+2,981
33
$627K 0.21%
10,034
34
$575K 0.19%
4,281
35
$508K 0.17%
11,220
36
$496K 0.16%
4,334
+143
37
$457K 0.15%
2,034
+150
38
$451K 0.15%
2,615
39
$442K 0.15%
4,160
-20
40
$442K 0.15%
6,941
-108
41
$435K 0.14%
10,740
42
$405K 0.13%
9,915
+1,857
43
$353K 0.12%
+12,194
44
$312K 0.1%
2,266
45
$312K 0.1%
3,570
-149
46
$289K 0.1%
7,442
47
$280K 0.09%
3,342
48
$275K 0.09%
6,850
49
$257K 0.08%
1,592
+10
50
$225K 0.07%
4,510
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