PWA
Peterson Wealth Advisors Portfolio holdings
AUM $518M
AUM
$518M
AUM Growth
-$37.4M (-7%)
Cap. Flow
+$21M
Cap. Flow % of AUM
4.06%
Top 10 Holdings %Top 10 Hldgs %
75.14%
Holding
96
New
13
Increased
39
Reduced
31
Closed
7
Top Buys
| 1 | $6.99M | |
| 2 | $5.37M | |
| 3 | $3.89M | |
| 4 | $2.83M | |
| 5 | $1.63M |
Top Sells
| 1 | $6.84M | |
| 2 | $2.53M | |
| 3 | $1.67M | |
| 4 | $1.12M | |
| 5 | $834K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $583K | 0.11% | 11,519 +597 | +5% | +$30.2K | |||
| $582K | 0.11% | 804 +1 | +0.1% | +$724 | |||
| $535K | 0.1% | 2,311 -105 | -4% | -$24.3K | |||
| $528K | 0.1% | 20,607 -462 | -2% | -$11.8K | |||
| $525K | 0.1% | 23,227 +11,426 | +97% | +$258K | |||
| $522K | 0.1% | 1,011 -399 | -28% | -$206K | |||
| $518K | 0.1% | 571 +126 | +28% | +$114K | |||
| $510K | 0.1% | 1,040 | – | – | |||
| $469K | 0.09% | 3,008 +15 | +0.5% | +$2.34K | |||
| $466K | 0.09% | 1,999 -11 | -0.6% | -$2.57K | |||
| $450K | 0.09% | 1,318 +3 | +0.2% | +$1.03K | |||
| $435K | 0.08% | 2,027 +136 | +7% | +$29.2K | |||
| $428K | 0.08% | 19,340 +188 | +1% | +$4.16K | |||
| $413K | 0.08% | 3,580 +186 | +5% | +$21.4K | |||
| $410K | 0.08% | 4,868 -230 | -5% | -$19.4K | |||
| $398K | 0.08% | 8,042 +198 | +3% | +$9.81K | |||
| $397K | 0.08% | 14,956 +363 | +2% | +$9.65K | |||
| $386K | 0.07% | 7,954 | New | +$386K | |||
| $360K | 0.07% | 2,102 -7 | -0.3% | -$1.2K | |||
| $351K | 0.07% | 2,002 | – | – | |||
| $346K | 0.07% | 3,546 -12 | -0.3% | -$1.17K | |||
| $316K | 0.06% | 12,187 +414 | +4% | +$10.7K | |||
| $279K | 0.05% | 15,644 | New | +$279K | |||
| $273K | 0.05% | 233,323 | – | – | |||
| $263K | 0.05% | 4,821 +15 | +0.3% | +$819 |
