PWA
Peterson Wealth Advisors Portfolio holdings
AUM
$606M
This Quarter Return
+5.88%
1 Year Return
+10.09%
3 Year Return
+39.98%
5 Year Return
+64.54%
10 Year Return
–
AUM
$282M
AUM Growth
+$282M
(+15%)
Cap. Flow
+$21.8M
Cap. Flow
% of AUM
7.73%
Top 10 Holdings %
Top 10 Hldgs %
82.34%
Holding
56
New
5
Increased
22
Reduced
14
Closed
1
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$6.57M |
| 2 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$3.45M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$2.84M |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$2.58M |
| 5 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$1.6M |
Top Sells
| 1 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$690K |
| 2 |
IBM
IBM
|
$245K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$151K |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$86.6K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$73.1K |
Sector Composition
| 1 | Technology | 1.05% |
| 2 | Consumer Discretionary | 0.64% |
| 3 | Consumer Staples | 0.38% |
| 4 | Communication Services | 0.1% |
| 5 | Healthcare | 0.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $236K | 0.08% |
3,208
| – | – |
|
52
Vanguard International Dividend Appreciation ETF
VIGI
$8.38B
| $205K | 0.07% |
+2,344
| New | +$205K |
|
53
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
| $203K | 0.07% |
+6,188
| New | +$203K |
|
|
54
IBM
IBM
$225B
| – | – |
-1,838
| Closed | -$245K |
|