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PWA
Peterson Wealth Advisors Portfolio holdings
AUM
$752M
1-Year Est. Return
13.99%
This Fund
S&P 500
1 Year Est. Return
+13.99%
AUM
$303M
AUM Growth
+$20.6M
(+7.3%)
Holding
54
Top Buys
| 1 | +$32.9M | |
| 2 | +$14.7M | |
| 3 | +$9.86M | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$2.38M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.58M |
Top Sells
| 1 | +$25M | |
| 2 | +$9.87M | |
| 3 | +$5.53M | |
| 4 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$818K |
| 5 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$643K |
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% |