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
$363M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$4.97M
3
+$1.56M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$864K
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$722K

Top Sells

1
+$538K
2
+$403K
3
+$282K
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$274K
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$170K

Sector Composition

1 Technology 1.01%
2 Energy 0.66%
3 Consumer Discretionary 0.44%
4 Consumer Staples 0.39%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.36%
26,272
-2,354
27
$1.32M 0.36%
9,578
+2,268
28
$1.28M 0.35%
4,448
+175
29
$832K 0.23%
3,943
+131
30
$801K 0.22%
17,729
+1,083
31
$716K 0.2%
10,008
-105
32
$705K 0.19%
2,388
+47
33
$689K 0.19%
4,326
-4
34
$671K 0.18%
1,350
+17
35
$651K 0.18%
3,487
+625
36
$643K 0.18%
1,710
37
$618K 0.17%
15,166
-9,885
38
$613K 0.17%
13,603
39
$605K 0.17%
4,183
-154
40
$578K 0.16%
11,545
-245
41
$576K 0.16%
4,416
-14
42
$531K 0.15%
+21,766
43
$500K 0.14%
6,987
-11
44
$498K 0.14%
10,140
-714
45
$472K 0.13%
2,275
+24
46
$415K 0.11%
4,020
-90
47
$411K 0.11%
15,427
-522
48
$401K 0.11%
185,783
49
$369K 0.1%
10,574
50
$360K 0.1%
3,582
1
2
3