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
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$6.15M
3
+$5.69M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.41M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.11M

Top Sells

1
+$20.4M
2
+$5.26M
3
+$1.89M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$796K
5
USRT icon
iShares Core US REIT ETF
USRT
+$311K

Sector Composition

1 Technology 1%
2 Energy 0.65%
3 Consumer Discretionary 0.55%
4 Consumer Staples 0.43%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$224K 0.07%
2,376
+48
52
$223K 0.07%
1,336
53
$215K 0.07%
3,067
54
$211K 0.07%
+651
55
$127K 0.04%
12,766
+350
56
$121K 0.04%
+10,873
57
– –
-107,615
58
– –
-686
59
– –
-412,278
60
– –
-18,466
61
– –
-581
62
– –
-4,394
1 2
3