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
$529M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$3.43M
3
+$2.77M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.71M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.59M

Top Sells

1
+$1.51M
2
+$855K
3
+$281K
4
V icon
Visa
V
+$243K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$180K

Sector Composition

1 Technology 1.09%
2 Energy 0.49%
3 Industrials 0.33%
4 Healthcare 0.28%
5 Consumer Discretionary 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 0.34%
23,332
+453
27
$1.74M 0.33%
4,054
+174
28
$1.73M 0.33%
9,937
+115
29
$1.53M 0.29%
37,090
+403
30
$1.47M 0.28%
31,396
+246
31
$1.1M 0.21%
17,877
-974
32
$1.09M 0.21%
37,663
-3,370
33
$858K 0.16%
3,251
-64
34
$838K 0.16%
10,017
35
$836K 0.16%
4,372
+269
36
$831K 0.16%
1,452
-2
37
$831K 0.16%
4,209
+200
38
$830K 0.16%
15,721
-292
39
$797K 0.15%
9,865
+349
40
$723K 0.14%
13,223
+2,446
41
$713K 0.13%
7,754
+347
42
$668K 0.13%
12,629
+448
43
$660K 0.12%
12,949
+4,869
44
$634K 0.12%
716
+56
45
$633K 0.12%
2,405
-40
46
$633K 0.12%
3,532
-467
47
$596K 0.11%
2,278
-15
48
$593K 0.11%
9,521
-1,602
49
$571K 0.11%
1,083
+415
50
$518K 0.1%
233,323
+38,887
1
2
3 4