PWA
Peterson Wealth Advisors Portfolio holdings
AUM
$606M
This Quarter Return
+5.43%
1 Year Return
+10.09%
3 Year Return
+39.98%
5 Year Return
+64.54%
10 Year Return
–
AUM
$363M
AUM Growth
+$363M
(+9.7%)
Cap. Flow
+$14.4M
Cap. Flow
% of AUM
3.96%
Top 10 Holdings %
Top 10 Hldgs %
81.52%
Holding
63
New
1
Increased
27
Reduced
21
Closed
–
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 1.01% |
| 2 | Energy | 0.66% |
| 3 | Consumer Discretionary | 0.44% |
| 4 | Consumer Staples | 0.39% |
| 5 | Healthcare | 0.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares S&P 500 Value ETF
IVE
$40.9B
| $344K | 0.09% |
2,266
| – | – |
|
52
iShares Core S&P US Growth ETF
IUSG
$24.2B
| $297K | 0.08% |
3,342
| – | – |
|
53
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.84B
| $285K | 0.08% |
11,484
+1,683
| +17% | +$41.8K |
|
54
Berkshire Hathaway Class B
BRK.B
$1.08T
| $255K | 0.07% |
825
-4
| -0.5% | -$1.24K |
|
55
iShares MSCI Emerging Markets ETF
EEM
$18.9B
| $252K | 0.07% |
6,380
-257
| -4% | -$10.1K |
|
56
Caterpillar
CAT
$195B
| $241K | 0.07% |
1,054
+67
| +7% | +$15.3K |
|
57
Vanguard FTSE All-World ex-US ETF
VEU
$48.2B
| $241K | 0.07% |
4,510
| – | – |
|
58
PepsiCo
PEP
$206B
| $233K | 0.06% |
1,279
| – | – |
|
59
Eli Lilly
LLY
$659B
| $227K | 0.06% |
662
| – | – |
|
60
Mastercard
MA
$535B
| $227K | 0.06% |
625
+12
| +2% | +$4.36K |
|
61
Deere & Co
DE
$129B
| $212K | 0.06% |
514
| – | – |
|
62
Genasys
GNSS
$85.3M
| $210K | 0.06% |
71,224
| – | – |
|
63
Johnson & Johnson
JNJ
$429B
| $207K | 0.06% |
1,336
| – | – |
|