PWA

Peterson Wealth Advisors Portfolio holdings

AUM $750M
1-Year Est. Return 12.71%
This Quarter Est. Return
1 Year Est. Return
+12.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$669M
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$5.71M
3
+$2.8M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$2.62M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$2.42M

Top Sells

1
+$5.91M
2
+$2.39M
3
+$557K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$387K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$329K

Sector Composition

1 Technology 1.08%
2 Energy 0.39%
3 Consumer Discretionary 0.3%
4 Healthcare 0.25%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
51
Meta Platforms (Facebook)
META
$1.56T
$750K 0.11%
1,051
+40
IJK icon
52
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.73B
$724K 0.11%
7,580
+17
LLY icon
53
Eli Lilly
LLY
$929B
$712K 0.11%
844
+5
VV icon
54
Vanguard Large-Cap ETF
VV
$47.8B
$712K 0.11%
2,302
-9
CGMS icon
55
Capital Group US Multi-Sector Income ETF
CGMS
$4B
$696K 0.1%
25,024
-490
JPM icon
56
JPMorgan Chase
JPM
$842B
$635K 0.09%
2,063
+33
FIGB icon
57
Fidelity Investment Grade Bond ETF
FIGB
$334M
$633K 0.09%
14,523
+504
CGSM icon
58
Capital Group Short Duration Municipal Income ETF
CGSM
$967M
$630K 0.09%
23,902
+12,893
NVDA icon
59
NVIDIA
NVDA
$4.53T
$627K 0.09%
3,388
-115
CGMU icon
60
Capital Group Municipal Income ETF
CGMU
$4.87B
$603K 0.09%
22,157
+11,162
JMUB icon
61
JPMorgan Municipal ETF
JMUB
$6.65B
$598K 0.09%
11,859
+5,996
RSP icon
62
Invesco S&P 500 Equal Weight ETF
RSP
$78.7B
$575K 0.09%
3,020
IUSG icon
63
iShares Core S&P US Growth ETF
IUSG
$26.5B
$560K 0.08%
3,396
-9
COST icon
64
Costco
COST
$428B
$553K 0.08%
605
+8
IEMG icon
65
iShares Core MSCI Emerging Markets ETF
IEMG
$128B
$530K 0.08%
7,945
+273
BRK.B icon
66
Berkshire Hathaway Class B
BRK.B
$1.06T
$513K 0.08%
1,022
+16
HD icon
67
Home Depot
HD
$378B
$501K 0.07%
1,295
-26
AMZN icon
68
Amazon
AMZN
$2.56T
$475K 0.07%
2,140
+138
CGCP icon
69
Capital Group Core Plus Income ETF
CGCP
$6.58B
$428K 0.06%
18,804
-31
BBRE icon
70
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.02B
$428K 0.06%
4,532
-217
SCHF icon
71
Schwab International Equity ETF
SCHF
$57.8B
$422K 0.06%
17,899
-53
CGIB
72
Capital Group International Bond ETF USD-Hedged
CGIB
$158M
$422K 0.06%
16,657
-3,644
CAT icon
73
Caterpillar
CAT
$303B
$409K 0.06%
840
-9
IVE icon
74
iShares S&P 500 Value ETF
IVE
$49.3B
$408K 0.06%
1,961
-147
BAER icon
75
Bridger Aerospace
BAER
$159M
$401K 0.06%
233,323
1 2
3
4 5