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
$750M
AUM Growth
+$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$16.5M
3
+$14.3M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$3.61M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.22M

Top Sells

1
+$2.87M
2
+$920K
3
+$859K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$482K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$399K

Sector Composition

1 Technology 0.96%
2 Energy 0.36%
3 Consumer Discretionary 0.32%
4 Healthcare 0.29%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVE icon
76
iShares S&P 500 Value ETF
IVE
$49.3B
$400K 0.05%
1,887
-74
CGCP icon
77
Capital Group Core Plus Income ETF
CGCP
$6.58B
$396K 0.05%
17,476
-1,328
EEM icon
78
iShares MSCI Emerging Markets ETF
EEM
$22.9B
$379K 0.05%
6,935
+94
VEU icon
79
Vanguard FTSE All-World ex-US ETF
VEU
$56.5B
$365K 0.05%
4,962
+83
JMHI icon
80
JPMorgan High Yield Municipal ETF
JMHI
$245M
$364K 0.05%
7,238
-96
GOOGL icon
81
Alphabet (Google) Class A
GOOGL
$3.98T
$340K 0.05%
1,086
+196
VPU icon
82
Vanguard Utilities ETF
VPU
$8.02B
$338K 0.05%
+1,828
VDC icon
83
Vanguard Consumer Staples ETF
VDC
$7.65B
$338K 0.05%
+1,600
VHT icon
84
Vanguard Health Care ETF
VHT
$17.4B
$338K 0.05%
+1,173
VDE icon
85
Vanguard Energy ETF
VDE
$7.5B
$337K 0.05%
+2,680
VFH icon
86
Vanguard Financials ETF
VFH
$13.4B
$337K 0.04%
+2,525
VGT icon
87
Vanguard Information Technology ETF
VGT
$114B
$337K 0.04%
+447
VOX icon
88
Vanguard Communication Services ETF
VOX
$6.23B
$337K 0.04%
+1,739
VCR icon
89
Vanguard Consumer Discretionary ETF
VCR
$6.53B
$336K 0.04%
+853
VAW icon
90
Vanguard Materials ETF
VAW
$3.07B
$336K 0.04%
+1,618
ETN icon
91
Eaton
ETN
$134B
$330K 0.04%
1,035
-12
CGIB
92
Capital Group International Bond ETF USD-Hedged
CGIB
$158M
$328K 0.04%
12,947
-3,710
RTX icon
93
RTX Corp
RTX
$271B
$325K 0.04%
+1,771
AVGO icon
94
Broadcom
AVGO
$1.67T
$320K 0.04%
925
-135
QQEW icon
95
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.87B
$311K 0.04%
2,190
-149
SCHF icon
96
Schwab International Equity ETF
SCHF
$57.8B
$268K 0.04%
11,161
-6,738
HBAN icon
97
Huntington Bancshares
HBAN
$28.4B
$267K 0.04%
15,369
-1
INTC icon
98
Intel
INTC
$224B
$266K 0.04%
7,204
+908
JNJ icon
99
Johnson & Johnson
JNJ
$527B
$254K 0.03%
+1,226
ROBT icon
100
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$713M
$252K 0.03%
4,867
1 2 3
4
5