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
$477M
AUM Growth
+$6.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.46M
3
+$726K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$675K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$563K

Top Sells

1
+$3.41M
2
+$2.74M
3
+$952K
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$493K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$352K

Sector Composition

1 Technology 1.13%
2 Energy 0.52%
3 Industrials 0.37%
4 Healthcare 0.27%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 0.33%
9,822
27
$1.4M 0.29%
31,150
-637
28
$1.38M 0.29%
36,687
+322
29
$1.14M 0.24%
41,033
+8,535
30
$1.01M 0.21%
18,851
-1,871
31
$810K 0.17%
4,103
+13
32
$802K 0.17%
3,315
-259
33
$791K 0.17%
16,013
+251
34
$785K 0.16%
10,017
-75
35
$733K 0.15%
1,454
-3
36
$727K 0.15%
194,436
37
$688K 0.14%
4,009
+30
38
$675K 0.14%
+25,251
39
$657K 0.14%
3,999
+16
40
$653K 0.14%
7,407
+11
41
$651K 0.14%
11,123
+28
42
$644K 0.14%
9,516
43
$610K 0.13%
2,445
-85
44
$598K 0.13%
660
+10
45
$594K 0.12%
12,181
+71
46
$563K 0.12%
+10,777
47
$523K 0.11%
1,519
-6
48
$467K 0.1%
9,843
+1
49
$454K 0.1%
2,293
+6
50
$431K 0.09%
3,381
+4
1
2
3 4