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
$303M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$32.1M
2 +$14.5M
3 +$9.46M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.38M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.53M

Sector Composition

1 Technology 1.02%
2 Consumer Discretionary 0.62%
3 Consumer Staples 0.37%
4 Communication Services 0.09%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$225K 0.07%
3,067
-141
52
$222K 0.07%
7,284
+1,096
53
$204K 0.07%
2,344
54
-21,411