PWA

Peterson Wealth Advisors Portfolio holdings

AUM $750M
1-Year Est. Return 12.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$606M
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.23M
3
+$933K
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$856K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$840K

Top Sells

1
+$927K
2
+$510K
3
+$325K
4
HEQT icon
Simplify Hedged Equity ETF
HEQT
+$255K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$243K

Sector Composition

1 Technology 1.02%
2 Energy 0.4%
3 Consumer Discretionary 0.28%
4 Financials 0.26%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.55M 0.42%
12,424
+39
27
$2.44M 0.4%
48,187
-2,978
28
$2.42M 0.4%
22,488
+10
29
$2.18M 0.36%
4,385
+1
30
$2.09M 0.35%
19,138
-4,663
31
$1.78M 0.29%
28,682
+665
32
$1.61M 0.27%
2,828
+83
33
$1.6M 0.26%
75,618
+2,043
34
$1.52M 0.25%
13,475
+7,599
35
$1.5M 0.25%
17,800
-670
36
$1.43M 0.24%
28,016
+16,497
37
$1.36M 0.22%
29,350
+14,332
38
$1.26M 0.21%
47,628
-61
39
$1.16M 0.19%
20,523
-22
40
$1.11M 0.18%
43,871
+1,443
41
$1.03M 0.17%
35,760
-4,333
42
$941K 0.16%
16,001
-1,581
43
$934K 0.15%
9,548
-1
44
$874K 0.14%
9,779
+3
45
$862K 0.14%
3,079
-7
46
$822K 0.14%
3,861
-1,061
47
$804K 0.13%
11,643
48
$789K 0.13%
4,250
+1
49
$763K 0.13%
2,401
+402
50
$746K 0.12%
1,011
1
2
3 4