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
$298M
AUM Growth
-$5.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$2.03M
3
+$1.25M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.25M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.02M

Top Sells

1
+$1.25M
2
+$827K
3
+$524K
4
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$442K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$225K

Sector Composition

1 Technology 1.04%
2 Energy 0.69%
3 Consumer Discretionary 0.61%
4 Consumer Staples 0.45%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$230K 0.08%
+1,406
52
$223K 0.07%
+835
53
$218K 0.07%
1,607
+15
54
$218K 0.07%
1,336
55
$217K 0.07%
2,296
-80
56
$214K 0.07%
662
+11
57
$203K 0.07%
3,067
58
$200K 0.07%
4,510
59
$197K 0.07%
+71,224
60
$135K 0.05%
12,281
-485
61
$124K 0.04%
10,873
1 2
3