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
$555M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.89M
3
+$3.63M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.5M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$2.66M

Top Sells

1
+$2.43M
2
+$1.15M
3
+$1.09M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$537K
5
VNQ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$554K 0.1%
10,922
-2,027
52
$533K 0.1%
+21,069
53
$528K 0.1%
2,993
-539
54
$514K 0.09%
3,558
+136
55
$512K 0.09%
1,315
+47
56
$490K 0.09%
233,323
57
$481K 0.09%
3,394
+6
58
$480K 0.09%
+5,098
59
$472K 0.09%
1,040
+47
60
$460K 0.08%
1,891
+88
61
$449K 0.08%
2,002
+343
62
$425K 0.08%
+19,152
63
$408K 0.07%
445
+23
64
$404K 0.07%
2,109
+5
65
$394K 0.07%
7,844
+97
66
$393K 0.07%
14,593
+867
67
$355K 0.06%
1,035
68
$334K 0.06%
+11,801
69
$325K 0.06%
6,340
-6,289
70
$306K 0.06%
11,773
+999
71
$304K 0.05%
2,393
+3
72
$288K 0.05%
792
-215
73
$283K 0.05%
7,853
-1,226
74
$277K 0.05%
4,806
+77
75
$274K 0.05%
6,490
+110
1 2
3
4