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
$378M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$5.15M
3
+$483K
4
META icon
Meta Platforms (Facebook)
META
+$412K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$272K

Top Sells

1
+$5.2M
2
+$2.44M
3
+$1.21M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.2M
5
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$816K

Sector Composition

1 Technology 1.07%
2 Energy 0.62%
3 Healthcare 0.3%
4 Consumer Staples 0.29%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 0.39%
42,440
-4,878
27
$1.38M 0.36%
9,641
+63
28
$1.16M 0.31%
22,343
-3,929
29
$830K 0.22%
3,755
-188
30
$773K 0.2%
16,713
-1,016
31
$728K 0.19%
10,058
+50
32
$690K 0.18%
1,690
-20
33
$660K 0.17%
15,240
+74
34
$653K 0.17%
4,416
35
$637K 0.17%
2,275
36
$630K 0.17%
4,202
+19
37
$593K 0.16%
11,310
-235
38
$592K 0.16%
2,913
-574
39
$591K 0.16%
4,380
+54
40
$536K 0.14%
10,164
+24
41
$518K 0.14%
6,900
-87
42
$507K 0.13%
10,574
43
$468K 0.12%
10,620
-2,983
44
$459K 0.12%
1,482
-906
45
$412K 0.11%
+1,440
46
$385K 0.1%
3,587
+5
47
$344K 0.09%
2,132
-134
48
$340K 0.09%
628
-722
49
$340K 0.09%
186,655
+872
50
$327K 0.09%
3,350
+8
1
2
3