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
$331M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$3.08M
3
+$1.93M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.91M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.51M

Top Sells

1
+$1.76M
2
+$901K
3
+$531K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$361K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$266K

Sector Composition

1 Technology 0.9%
2 Energy 0.73%
3 Consumer Discretionary 0.41%
4 Consumer Staples 0.41%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.41%
+27,114
27
$1.03M 0.31%
7,310
-106
28
$1.02M 0.31%
4,273
-295
29
$974K 0.29%
25,051
+746
30
$777K 0.23%
3,812
-295
31
$739K 0.22%
2,341
+31
32
$700K 0.21%
4,330
-226
33
$699K 0.21%
16,646
-1,621
34
$664K 0.2%
10,113
+79
35
$613K 0.19%
4,337
+56
36
$608K 0.18%
1,333
-17
37
$601K 0.18%
1,710
-534
38
$597K 0.18%
+13,603
39
$570K 0.17%
11,790
+570
40
$513K 0.15%
10,854
-57
41
$499K 0.15%
2,862
+26
42
$478K 0.14%
6,998
-11
43
$466K 0.14%
4,430
-5
44
$433K 0.13%
185,783
45
$426K 0.13%
15,949
-4,295
46
$347K 0.1%
10,574
-200
47
$345K 0.1%
4,110
-128
48
$329K 0.1%
2,266
49
$318K 0.1%
3,582
+12
50
$277K 0.08%
2,251
+103
1
2
3