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
$518M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$5.37M
3
+$3.89M
4
HEQT icon
Simplify Hedged Equity ETF
HEQT
+$2.83M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.63M

Top Sells

1
+$6.84M
2
+$2.53M
3
+$1.67M
4
VTV icon
Vanguard Value ETF
VTV
+$1.63M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.12M

Sector Composition

1 Technology 0.83%
2 Energy 0.45%
3 Healthcare 0.27%
4 Consumer Staples 0.25%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$583K 0.11%
11,519
+597
52
$582K 0.11%
804
+1
53
$535K 0.1%
2,311
-105
54
$528K 0.1%
20,607
-462
55
$525K 0.1%
23,227
+11,426
56
$522K 0.1%
1,011
-399
57
$518K 0.1%
571
+126
58
$510K 0.1%
1,040
59
$469K 0.09%
3,008
+15
60
$466K 0.09%
1,999
-11
61
$450K 0.09%
1,318
+3
62
$435K 0.08%
2,027
+136
63
$428K 0.08%
19,340
+188
64
$413K 0.08%
3,580
+186
65
$410K 0.08%
4,868
-230
66
$398K 0.08%
8,042
+198
67
$397K 0.08%
14,956
+363
68
$386K 0.07%
+7,954
69
$360K 0.07%
2,102
-7
70
$351K 0.07%
2,002
71
$346K 0.07%
3,546
-12
72
$316K 0.06%
12,187
+414
73
$279K 0.05%
+15,644
74
$273K 0.05%
233,323
75
$263K 0.05%
4,821
+15
1 2
3
4