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
$347M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$5.5M
3
+$4.09M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.87M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.44M

Top Sells

1
+$1.11M
2
+$538K
3
+$434K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$280K
5
ITB icon
iShares US Home Construction ETF
ITB
+$241K

Sector Composition

1 Technology 2.72%
2 Consumer Discretionary 0.67%
3 Consumer Staples 0.45%
4 Energy 0.37%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$291K 0.08%
4,755
52
$278K 0.08%
+1,978
53
$248K 0.07%
3,067
54
$242K 0.07%
4,394
55
$218K 0.06%
+1,256
56
$216K 0.06%
+1,363
57
$211K 0.06%
7,113
-171
58
$209K 0.06%
+581
59
$200K 0.06%
2,344
60
– –
-3,639
1 2
3