PWA

Peterson Wealth Advisors Portfolio holdings

AUM $750M
1-Year Est. Return 12.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$606M
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.23M
3
+$933K
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$856K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$840K

Top Sells

1
+$927K
2
+$510K
3
+$325K
4
HEQT icon
Simplify Hedged Equity ETF
HEQT
+$255K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$243K

Sector Composition

1 Technology 1.02%
2 Energy 0.4%
3 Consumer Discretionary 0.28%
4 Financials 0.26%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$705K 0.12%
25,514
-473
52
$688K 0.11%
7,563
-710
53
$675K 0.11%
23,092
-135
54
$659K 0.11%
2,311
55
$654K 0.11%
839
+35
56
$606K 0.1%
14,019
+62
57
$591K 0.1%
597
+26
58
$589K 0.1%
2,030
+3
59
$554K 0.09%
3,503
-43
60
$549K 0.09%
3,020
+12
61
$512K 0.08%
20,301
-306
62
$512K 0.08%
3,405
-175
63
$489K 0.08%
1,006
-34
64
$485K 0.08%
1,321
+3
65
$461K 0.08%
7,672
-282
66
$450K 0.07%
233,323
67
$439K 0.07%
2,002
68
$437K 0.07%
4,749
-119
69
$424K 0.07%
18,835
-505
70
$412K 0.07%
2,108
+6
71
$397K 0.07%
17,952
+2,308
72
$369K 0.06%
1,035
73
$361K 0.06%
14,754
+2,657
74
$330K 0.05%
849
+89
75
$326K 0.05%
4,855
+34
1 2
3
4