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
$378M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$5.15M
3
+$483K
4
META icon
Meta Platforms (Facebook)
META
+$412K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$272K

Top Sells

1
+$5.2M
2
+$2.44M
3
+$1.21M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.2M
5
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$816K

Sector Composition

1 Technology 1.07%
2 Energy 0.62%
3 Healthcare 0.3%
4 Consumer Staples 0.29%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$305K 0.08%
662
52
$292K 0.08%
10,769
-4,658
53
$272K 0.07%
+4,721
54
$271K 0.07%
1,094
+40
55
$264K 0.07%
771
-54
56
$256K 0.07%
6,390
+10
57
$249K 0.07%
4,561
+51
58
$227K 0.06%
1,389
+53
59
$225K 0.06%
1,213
-66
60
$219K 0.06%
539
+25
61
$209K 0.06%
+2,390
62
$205K 0.05%
+1,400
63
$201K 0.05%
+4,400
64
$199K 0.05%
71,224
65
– –
-226,170
66
– –
-11,484
67
– –
-625
68
– –
-4,020
1 2
3