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
$471M
AUM Growth
+$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.3M
3
+$1.22M
4
BAER icon
Bridger Aerospace
BAER
+$976K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$855K

Top Sells

1
+$2.03M
2
+$384K
3
+$319K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$262K
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$183K

Sector Composition

1 Technology 0.98%
2 Energy 0.53%
3 Industrials 0.43%
4 Healthcare 0.26%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$384K 0.08%
1,047
+3
52
$351K 0.07%
186,655
53
$338K 0.07%
2,727
+35
54
$336K 0.07%
5,780
-740
55
$327K 0.07%
3,620
-1,190
56
$319K 0.07%
2,410
-200
57
$301K 0.06%
10,192
-182
58
$297K 0.06%
406
-203
59
$297K 0.06%
+618
60
$288K 0.06%
1,438
+7
61
$287K 0.06%
6,505
+397
62
$274K 0.06%
4,674
+17
63
$262K 0.06%
6,380
64
$255K 0.05%
913
-5
65
$223K 0.05%
1,277
66
$211K 0.04%
+1,168
67
$203K 0.04%
+650
68
$169K 0.04%
71,224
69
– –
-7,156
1 2
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