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
$331M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$3.08M
3
+$1.93M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.91M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.51M

Top Sells

1
+$1.76M
2
+$901K
3
+$531K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$361K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$266K

Sector Composition

1 Technology 0.9%
2 Energy 0.73%
3 Consumer Discretionary 0.41%
4 Consumer Staples 0.41%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$272K 0.08%
3,342
52
$264K 0.08%
71,224
53
$256K 0.08%
829
-6
54
$252K 0.08%
6,637
-213
55
$242K 0.07%
662
56
$238K 0.07%
+9,801
57
$236K 0.07%
+987
58
$236K 0.07%
1,336
-70
59
$231K 0.07%
1,279
-57
60
$226K 0.07%
4,510
61
$220K 0.07%
+514
62
$213K 0.06%
+613
63
– –
-1,607
64
– –
-10,873
65
– –
-3,067
66
– –
-2,296
67
– –
-12,281
68
– –
-7,442
1 2
3