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
$529M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$3.43M
3
+$2.77M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.71M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.59M

Top Sells

1
+$1.51M
2
+$855K
3
+$281K
4
V icon
Visa
V
+$243K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$180K

Sector Composition

1 Technology 1.09%
2 Energy 0.49%
3 Industrials 0.33%
4 Healthcare 0.28%
5 Consumer Discretionary 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$514K 0.1%
1,268
-251
52
$500K 0.09%
9,843
53
$457K 0.09%
993
54
$447K 0.08%
3,388
+7
55
$416K 0.08%
3,422
+408
56
$415K 0.08%
2,104
-240
57
$397K 0.08%
7,747
+766
58
$394K 0.07%
1,007
-44
59
$380K 0.07%
1,803
+311
60
$377K 0.07%
13,726
+620
61
$374K 0.07%
422
+16
62
$343K 0.06%
1,035
+385
63
$312K 0.06%
5,280
-439
64
$309K 0.06%
1,659
+432
65
$305K 0.06%
9,079
-960
66
$300K 0.06%
2,390
-342
67
$298K 0.06%
4,729
+19
68
$293K 0.06%
6,380
69
$283K 0.05%
10,774
+679
70
$261K 0.05%
+2,399
71
$256K 0.05%
1,484
-956
72
$254K 0.05%
186,655
73
$254K 0.05%
71,224
74
$252K 0.05%
+11,130
75
$248K 0.05%
+8,920
1 2
3
4