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
$372M
AUM Growth
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.62M
3
+$1.36M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$690K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$583K

Top Sells

1
+$404K
2
+$347K
3
+$219K
4
AVGO icon
Broadcom
AVGO
+$209K
5
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$201K

Sector Composition

1 Technology 0.91%
2 Energy 0.69%
3 Healthcare 0.33%
4 Consumer Staples 0.29%
5 Consumer Discretionary 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$318K 0.09%
3,350
52
$284K 0.08%
1,041
-53
53
$279K 0.08%
10,570
-199
54
$275K 0.07%
785
+14
55
$243K 0.07%
6,390
56
$239K 0.06%
186,655
57
$238K 0.06%
4,587
+26
58
$216K 0.06%
1,277
+64
59
$209K 0.06%
1,341
-48
60
$206K 0.06%
1,423
+23
61
$143K 0.04%
71,224
62
– –
-2,390
63
– –
-539
64
– –
-4,400
1 2
3