PWA

Peterson Wealth Advisors Portfolio holdings

AUM $669M
1-Year Est. Return 9.96%
This Quarter Est. Return
1 Year Est. Return
+9.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$3.45M
3
+$2.84M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.58M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.6M

Top Sells

1
+$690K
2
+$245K
3
+$151K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$86.6K
5
IVV icon
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 Change
in Stake 		Capital Flow
51
$236K 0.08%
3,208
52
$205K 0.07%
+2,344
53
$203K 0.07%
+6,188
54
– –
-1,923
1 2
3