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
$518M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$5.37M
3
+$3.89M
4
HEQT icon
Simplify Hedged Equity ETF
HEQT
+$2.83M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.63M

Top Sells

1
+$6.84M
2
+$2.53M
3
+$1.67M
4
VTV icon
Vanguard Value ETF
VTV
+$1.63M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.12M

Sector Composition

1 Technology 0.83%
2 Energy 0.45%
3 Healthcare 0.27%
4 Consumer Staples 0.25%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.45M 0.47%
69,575
+10,264
27
$2.31M 0.45%
22,478
-44
28
$2.25M 0.43%
12,385
-372
29
$2.22M 0.43%
23,801
+1,134
30
$1.57M 0.3%
4,384
+48
31
$1.47M 0.28%
28,017
+18,851
32
$1.43M 0.28%
73,575
-7,559
33
$1.35M 0.26%
18,470
-161
34
$1.27M 0.25%
2,745
+1,556
35
$1.24M 0.24%
+47,689
36
$1.06M 0.2%
20,545
+5,678
37
$1.03M 0.2%
17,582
-306
38
$1.02M 0.2%
+40,093
39
$890K 0.17%
+42,428
40
$800K 0.15%
9,549
-369
41
$793K 0.15%
4,249
+85
42
$754K 0.15%
4,922
+542
43
$717K 0.14%
3,086
-85
44
$716K 0.14%
9,776
-236
45
$691K 0.13%
25,987
-62,826
46
$682K 0.13%
+15,018
47
$655K 0.13%
5,876
+61
48
$651K 0.13%
+11,643
49
$622K 0.12%
8,273
+502
50
$600K 0.12%
13,957
-1,613
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