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
$471M
AUM Growth
+$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.3M
3
+$1.22M
4
BAER icon
Bridger Aerospace
BAER
+$976K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$855K

Top Sells

1
+$2.03M
2
+$384K
3
+$319K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$262K
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$183K

Sector Composition

1 Technology 0.98%
2 Energy 0.53%
3 Industrials 0.43%
4 Healthcare 0.26%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 0.34%
9,822
+61
27
$1.44M 0.31%
31,787
-2,822
28
$1.32M 0.28%
36,365
-3,680
29
$1.11M 0.24%
20,722
+486
30
$976K 0.21%
+194,436
31
$893K 0.19%
3,574
-27
32
$861K 0.18%
32,498
-267
33
$806K 0.17%
10,092
34
$791K 0.17%
15,762
+95
35
$780K 0.17%
4,090
-321
36
$725K 0.15%
3,979
-499
37
$708K 0.15%
1,457
-11
38
$675K 0.14%
7,396
+30
39
$675K 0.14%
3,983
+16
40
$674K 0.14%
11,095
+25
41
$607K 0.13%
2,530
-16
42
$607K 0.13%
12,110
+62
43
$585K 0.12%
1,525
-3
44
$573K 0.12%
9,516
-534
45
$506K 0.11%
650
-26
46
$471K 0.1%
9,842
47
$448K 0.1%
2,396
+299
48
$435K 0.09%
1,035
+68
49
$402K 0.09%
2,287
-14
50
$396K 0.08%
3,377
+4
1
2
3