PWA

Peterson Wealth Advisors Portfolio holdings

AUM $752M
1-Year Est. Return 13.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$669M
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$5.66M
3
+$2.68M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$2.58M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$2.43M

Top Sells

1
+$5.91M
2
+$2.39M
3
+$534K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$387K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$323K

Sector Composition

1 Technology 1.08%
2 Energy 0.39%
3 Consumer Discretionary 0.3%
4 Healthcare 0.25%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.78M 0.57%
81,742
+52,392
27
$3.3M 0.49%
12,855
+431
28
$3.17M 0.47%
67,086
-590
29
$2.58M 0.39%
22,549
+61
30
$2.4M 0.36%
20,293
+1,155
31
$2.32M 0.35%
4,426
+41
32
$2.05M 0.31%
40,537
-7,650
33
$1.76M 0.26%
26,971
-1,711
34
$1.62M 0.24%
76,063
+445
35
$1.43M 0.21%
16,847
-953
36
$1.42M 0.21%
27,966
-50
37
$1.41M 0.21%
2,293
-535
38
$1.17M 0.17%
20,062
-461
39
$1.16M 0.17%
41,562
-2,309
40
$1.05M 0.16%
2,423
+22
41
$1.05M 0.16%
39,206
-8,422
42
$1.04M 0.16%
34,036
-1,724
43
$997K 0.15%
9,652
+104
44
$991K 0.15%
4,257
+7
45
$924K 0.14%
9,779
46
$906K 0.14%
3,086
+7
47
$899K 0.13%
3,865
+4
48
$872K 0.13%
14,849
-1,152
49
$864K 0.13%
11,643
50
$774K 0.12%
24,046
+954
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