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
$372M
AUM Growth
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.62M
3
+$1.36M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$690K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$583K

Top Sells

1
+$404K
2
+$347K
3
+$219K
4
AVGO icon
Broadcom
AVGO
+$209K
5
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$201K

Sector Composition

1 Technology 0.91%
2 Energy 0.69%
3 Healthcare 0.33%
4 Consumer Staples 0.29%
5 Consumer Discretionary 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.36%
4,268
-181
27
$1.34M 0.36%
9,695
+54
28
$946K 0.25%
20,053
-2,290
29
$783K 0.21%
3,759
+4
30
$728K 0.2%
16,657
-56
31
$693K 0.19%
10,058
32
$666K 0.18%
1,697
+7
33
$661K 0.18%
4,433
+53
34
$642K 0.17%
4,422
+6
35
$634K 0.17%
15,357
+117
36
$597K 0.16%
4,213
+11
37
$570K 0.15%
2,912
-1
38
$569K 0.15%
2,275
39
$564K 0.15%
11,310
40
$536K 0.14%
10,053
-111
41
$500K 0.13%
6,923
+23
42
$454K 0.12%
1,504
+22
43
$432K 0.12%
1,440
44
$392K 0.11%
10,598
+24
45
$373K 0.1%
3,587
46
$357K 0.1%
8,498
-2,122
47
$350K 0.09%
651
-11
48
$345K 0.09%
611
-17
49
$344K 0.09%
5,979
+1,258
50
$327K 0.09%
2,127
-5
1
2
3