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
$298M
AUM Growth
-$5.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$2.03M
3
+$1.25M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.25M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.02M

Top Sells

1
+$1.25M
2
+$827K
3
+$524K
4
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$442K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$225K

Sector Composition

1 Technology 1.04%
2 Energy 0.69%
3 Consumer Discretionary 0.61%
4 Consumer Staples 0.45%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$916K 0.31%
+7,416
27
$838K 0.28%
24,305
-23,996
28
$772K 0.26%
4,107
-62
29
$737K 0.25%
2,244
-180
30
$664K 0.22%
18,267
+8,352
31
$638K 0.21%
1,350
-10
32
$637K 0.21%
2,310
-44
33
$611K 0.21%
4,556
-59
34
$570K 0.19%
2,148
+114
35
$562K 0.19%
10,034
36
$545K 0.18%
4,281
37
$504K 0.17%
20,244
-4,662
38
$492K 0.17%
11,220
39
$479K 0.16%
4,238
+78
40
$472K 0.16%
+185,783
41
$472K 0.16%
10,911
+171
42
$465K 0.16%
4,435
+101
43
$464K 0.16%
2,836
+221
44
$442K 0.15%
7,009
+68
45
$302K 0.1%
10,774
-1,420
46
$299K 0.1%
3,570
47
$291K 0.1%
2,266
48
$268K 0.09%
3,342
49
$266K 0.09%
7,442
50
$239K 0.08%
6,850
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