PWA
Peterson Wealth Advisors Portfolio holdings
AUM
$606M
1-Year Return
10.09%
This Quarter Return
+16.27%
1 Year Return
+10.09%
3 Year Return
+39.98%
5 Year Return
+64.54%
10 Year Return
–
AUM
$188M
AUM Growth
+$33.5M
(+22%)
Cap. Flow
+$10.2M
Cap. Flow
% of AUM
5.42%
Top 10 Holdings %
Top 10 Hldgs %
80.97%
Holding
53
New
3
Increased
30
Reduced
10
Closed
9
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$3.26M |
| 2 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$1.91M |
| 3 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$1.59M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$1.39M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$1.03M |
Top Sells
Sector Composition
| 1 | Technology | 1.19% |
| 2 | Consumer Discretionary | 0.57% |
| 3 | Consumer Staples | 0.22% |
| 4 | Financials | 0.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core MSCI EAFE ETF
IEFA
$149B
| – | – |
-4,712
| Closed | -$235K |
|
52
iShares Global REIT ETF
REET
$3.96B
| – | – |
-14,758
| Closed | -$283K |
|
|
JMIN
53
DELISTED
JPMorgan U.S. Minimum Volatility ETF
JMIN
| – | – |
-12,095
| Closed | -$299K |
|