PWA
Peterson Wealth Advisors Portfolio holdings
AUM
$606M
This Quarter Return
-3.64%
1 Year Return
+10.09%
3 Year Return
+39.98%
5 Year Return
+64.54%
10 Year Return
–
AUM
$372M
AUM Growth
+$372M
(-1.6%)
Cap. Flow
+$8.52M
Cap. Flow
% of AUM
2.29%
Top 10 Holdings %
Top 10 Hldgs %
82.42%
Holding
64
New
–
Increased
34
Reduced
18
Closed
3
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2.68M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$1.62M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.36M |
| 4 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$690K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$583K |
Top Sells
Sector Composition
| 1 | Technology | 0.91% |
| 2 | Energy | 0.69% |
| 3 | Healthcare | 0.33% |
| 4 | Consumer Staples | 0.29% |
| 5 | Consumer Discretionary | 0.28% |
