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
$363M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$4.97M
3
+$1.56M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$864K
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$722K

Top Sells

1
+$538K
2
+$403K
3
+$282K
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$274K
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$170K

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 Change
in Stake 		Capital Flow
51
$344K 0.09%
2,266
52
$297K 0.08%
3,342
53
$285K 0.08%
11,484
+1,683
54
$255K 0.07%
825
-4
55
$252K 0.07%
6,380
-257
56
$241K 0.07%
1,054
+67
57
$241K 0.07%
4,510
58
$233K 0.06%
1,279
59
$227K 0.06%
662
60
$227K 0.06%
625
+12
61
$212K 0.06%
514
62
$210K 0.06%
71,224
63
$207K 0.06%
1,336
1 2
3