PWA

Peterson Wealth Advisors Portfolio holdings

AUM $752M
1-Year Est. Return 13.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.99%
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
+$5.66M
3
+$2.68M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$2.58M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$2.43M

Top Sells

1
+$5.91M
2
+$2.39M
3
+$534K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$387K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$323K

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
51
$750K 0.11%
1,051
+40
52
$724K 0.11%
7,580
+17
53
$712K 0.11%
844
+5
54
$712K 0.11%
2,302
-9
55
$696K 0.1%
25,024
-490
56
$635K 0.09%
2,063
+33
57
$633K 0.09%
14,523
+504
58
$630K 0.09%
23,902
+12,893
59
$627K 0.09%
3,388
-115
60
$603K 0.09%
22,157
+11,162
61
$598K 0.09%
11,859
+5,996
62
$575K 0.09%
3,020
63
$560K 0.08%
3,396
-9
64
$553K 0.08%
605
+8
65
$530K 0.08%
7,945
+273
66
$513K 0.08%
1,022
+16
67
$501K 0.07%
1,295
-26
68
$475K 0.07%
2,140
+138
69
$428K 0.06%
18,804
-31
70
$428K 0.06%
4,532
-217
71
$422K 0.06%
17,899
-53
72
$422K 0.06%
16,657
-3,644
73
$409K 0.06%
840
-9
74
$408K 0.06%
1,961
-147
75
$401K 0.06%
233,323
1 2
3
4 5