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
$421M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$6.21M
3
+$1.77M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.02M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$924K

Top Sells

1
+$3.2M
2
+$2.75M
3
+$2.43M
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.05M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$880K

Sector Composition

1 Technology 1.08%
2 Energy 0.52%
3 Consumer Staples 0.27%
4 Consumer Discretionary 0.26%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$345K 0.08%
967
+182
52
$319K 0.08%
7,156
-1,342
53
$316K 0.08%
2,692
-895
54
$309K 0.07%
1,044
+3
55
$307K 0.07%
+6,108
56
$291K 0.07%
+2,610
57
$287K 0.07%
10,374
-196
58
$274K 0.07%
186,655
59
$261K 0.06%
4,657
+70
60
$257K 0.06%
6,380
-10
61
$243K 0.06%
1,431
+8
62
$239K 0.06%
+918
63
$238K 0.06%
+4,810
64
$217K 0.05%
1,277
65
$145K 0.03%
71,224
66
– –
-1,341
67
– –
-1,697
1 2
3