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
$477M
AUM Growth
+$6.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.46M
3
+$726K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$675K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$563K

Top Sells

1
+$3.41M
2
+$2.74M
3
+$952K
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$493K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$352K

Sector Composition

1 Technology 1.13%
2 Energy 0.52%
3 Industrials 0.37%
4 Healthcare 0.27%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$427K 0.09%
2,344
-52
52
$410K 0.09%
+8,080
53
$404K 0.08%
993
-42
54
$391K 0.08%
2,440
+30
55
$372K 0.08%
3,014
-606
56
$352K 0.07%
+13,106
57
$352K 0.07%
+6,981
58
$350K 0.07%
1,051
+4
59
$345K 0.07%
406
60
$337K 0.07%
2,732
+5
61
$334K 0.07%
668
+50
62
$332K 0.07%
5,719
-61
63
$306K 0.06%
10,039
-153
64
$302K 0.06%
1,492
+54
65
$276K 0.06%
4,710
+36
66
$272K 0.06%
6,380
67
$263K 0.06%
186,655
68
$260K 0.05%
+10,095
69
$243K 0.05%
926
+13
70
$237K 0.05%
1,227
+59
71
$209K 0.04%
+4,917
72
$204K 0.04%
650
73
$203K 0.04%
+3,548
74
$202K 0.04%
6,523
+18
75
$151K 0.03%
71,224
1 2
3
4