PWA
Peterson Wealth Advisors Portfolio holdings
AUM
$606M
This Quarter Return
-0.88%
1 Year Return
+10.09%
3 Year Return
+39.98%
5 Year Return
+64.54%
10 Year Return
–
AUM
$555M
AUM Growth
+$555M
(+4.8%)
Cap. Flow
+$34.7M
Cap. Flow
% of AUM
6.26%
Top 10 Holdings %
Top 10 Hldgs %
78.41%
Holding
88
New
5
Increased
50
Reduced
25
Closed
5
Top Buys
| 1 |
JPMorgan Active Bond ETF
JBND
|
$6.96M |
| 2 |
Global X 1-3 Month T-Bill ETF
CLIP
|
$6.89M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$4.74M |
| 4 |
Fidelity Total Bond ETF
FBND
|
$3.63M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$3.53M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2.43M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$1.15M |
| 3 |
JPMorgan Core Plus Bond ETF
JCPB
|
$1.09M |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$537K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$527K |
Sector Composition
| 1 | Technology | 1.1% |
| 2 | Energy | 0.44% |
| 3 | Consumer Discretionary | 0.32% |
| 4 | Consumer Staples | 0.27% |
| 5 | Healthcare | 0.25% |
