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
$338M
AUM Growth
-$8.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$4.29M
3
+$2.53M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$1.89M
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$786K

Top Sells

1
+$4.9M
2
+$554K
3
+$506K
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$405K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$387K

Sector Composition

1 Technology 1.12%
2 Consumer Discretionary 0.61%
3 Energy 0.57%
4 Consumer Staples 0.46%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$260K 0.08%
4,510
-245
52
$242K 0.07%
686
-369
53
$238K 0.07%
3,067
54
$224K 0.07%
1,336
+80
55
$208K 0.06%
4,394
56
$208K 0.06%
581
57
$139K 0.04%
+12,416
58
– –
-2,344
59
– –
-7,113
60
– –
-1,978
61
– –
-1,363
1 2
3