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
$752M
AUM Growth
+$1.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$8.45M
3
+$2.73M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.44M
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$826K

Top Sells

1
+$3.15M
2
+$2.26M
3
+$2.25M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.18M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.16M

Sector Composition

1 Technology 0.85%
2 Energy 0.54%
3 Consumer Staples 0.3%
4 Healthcare 0.26%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOT icon
76
Vanguard Mid-Cap Growth ETF
VOT
$18.2B
$378K 0.05%
1,468
-234
ETN icon
77
Eaton
ETN
$158B
$374K 0.05%
1,045
+10
VEU icon
78
Vanguard FTSE All-World ex-US ETF
VEU
$64.5B
$373K 0.05%
4,970
+8
VBK icon
79
Vanguard Small-Cap Growth ETF
VBK
$22.4B
$371K 0.05%
1,229
-150
CGCP icon
80
Capital Group Core Plus Income ETF
CGCP
$7.47B
$369K 0.05%
16,531
-945
VAW icon
81
Vanguard Materials ETF
VAW
$3.07B
$366K 0.05%
1,623
+5
VPU icon
82
Vanguard Utilities ETF
VPU
$8.77B
$364K 0.05%
1,838
+10
JMHI icon
83
JPMorgan High Yield Municipal ETF
JMHI
$274M
$364K 0.05%
7,295
+57
IVE icon
84
iShares S&P 500 Value ETF
IVE
$48.7B
$362K 0.05%
1,715
-172
VDC icon
85
Vanguard Consumer Staples ETF
VDC
$7.97B
$361K 0.05%
1,607
+7
VHT icon
86
Vanguard Health Care ETF
VHT
$16.6B
$320K 0.04%
1,176
+3
CGIB
87
Capital Group International Bond ETF USD-Hedged
CGIB
$219M
$320K 0.04%
12,669
-278
VOX icon
88
Vanguard Communication Services ETF
VOX
$6.05B
$313K 0.04%
1,742
+3
VGT icon
89
Vanguard Information Technology ETF
VGT
$121B
$312K 0.04%
448
+1
VCR icon
90
Vanguard Consumer Discretionary ETF
VCR
$6.21B
$307K 0.04%
854
+1
VFH icon
91
Vanguard Financials ETF
VFH
$13.1B
$306K 0.04%
2,531
+6
JNJ icon
92
Johnson & Johnson
JNJ
$564B
$297K 0.04%
1,214
-12
GOOGL icon
93
Alphabet (Google) Class A
GOOGL
$4.13T
$292K 0.04%
1,016
-70
RTX icon
94
RTX Corp
RTX
$264B
$280K 0.04%
1,453
-318
AVGO icon
95
Broadcom
AVGO
$1.92T
$280K 0.04%
904
-21
QQEW icon
96
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.67B
$278K 0.04%
2,190
SCHF icon
97
Schwab International Equity ETF
SCHF
$63.7B
$278K 0.04%
11,229
+68
INTC icon
98
Intel
INTC
$344B
$275K 0.04%
6,232
-972
DFAU icon
99
Dimensional US Core Equity Market ETF
DFAU
$11.2B
$255K 0.03%
+5,651
HBAN icon
100
Huntington Bancshares
HBAN
$34.3B
$236K 0.03%
15,109
-260
1 2 3
4
5