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
$421M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$6.21M
3
+$1.77M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.02M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$924K

Top Sells

1
+$3.2M
2
+$2.75M
3
+$2.43M
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.05M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$880K

Sector Composition

1 Technology 1.08%
2 Energy 0.52%
3 Consumer Staples 0.27%
4 Consumer Discretionary 0.26%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.35%
9,761
+66
27
$1.45M 0.34%
3,845
-423
28
$1.42M 0.34%
40,045
-2,117
29
$1.1M 0.26%
20,236
+183
30
$838K 0.2%
3,601
-158
31
$828K 0.2%
+32,765
32
$774K 0.18%
4,411
-11
33
$760K 0.18%
10,092
+34
34
$750K 0.18%
15,667
-990
35
$694K 0.16%
4,478
+45
36
$626K 0.15%
3,967
-246
37
$614K 0.15%
11,070
-240
38
$584K 0.14%
7,366
+443
39
$572K 0.14%
2,301
+26
40
$562K 0.13%
12,048
-3,309
41
$555K 0.13%
2,546
-366
42
$530K 0.13%
1,528
+24
43
$528K 0.13%
10,050
-3
44
$520K 0.12%
1,468
+28
45
$402K 0.1%
609
-2
46
$396K 0.09%
9,842
-756
47
$394K 0.09%
676
+25
48
$380K 0.09%
6,520
+541
49
$365K 0.09%
2,097
-30
50
$351K 0.08%
3,373
+23
1
2
3