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
$555M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.89M
3
+$3.63M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.5M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$2.66M

Top Sells

1
+$2.43M
2
+$1.15M
3
+$1.09M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$537K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$527K

Sector Composition

1 Technology 1.1%
2 Energy 0.44%
3 Consumer Discretionary 0.32%
4 Consumer Staples 0.27%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 0.44%
22,522
+389
27
$2.42M 0.44%
88,813
+79,893
28
$2.28M 0.41%
59,311
+22,221
29
$1.84M 0.33%
4,336
+282
30
$1.71M 0.31%
81,134
-3,631
31
$1.63M 0.29%
9,549
-388
32
$1.59M 0.29%
53,619
+15,956
33
$1.32M 0.24%
18,631
-4,701
34
$1.04M 0.19%
17,888
+12,608
35
$900K 0.16%
9,918
+53
36
$856K 0.15%
14,867
-3,010
37
$853K 0.15%
1,410
-42
38
$847K 0.15%
3,171
-80
39
$845K 0.15%
4,380
+8
40
$825K 0.15%
2,010
-268
41
$764K 0.14%
15,914
+193
42
$758K 0.14%
10,012
-5
43
$755K 0.14%
4,164
-45
44
$717K 0.13%
7,771
+17
45
$659K 0.12%
2,416
+11
46
$658K 0.12%
15,570
+10,549
47
$647K 0.12%
1,189
+106
48
$642K 0.12%
5,815
+3,416
49
$628K 0.11%
803
+87
50
$577K 0.1%
9,166
-355
1
2
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