PWA
Peterson Wealth Advisors Portfolio holdings
AUM $518M
AUM
$518M
AUM Growth
-$37.4M (-7%)
Cap. Flow
+$21M
Cap. Flow % of AUM
4.06%
Top 10 Holdings %Top 10 Hldgs %
75.14%
Holding
96
New
13
Increased
39
Reduced
31
Closed
7
Top Buys
| 1 | $6.99M | |
| 2 | $5.37M | |
| 3 | $3.89M | |
| 4 | $2.83M | |
| 5 | $1.63M |
Top Sells
| 1 | $6.84M | |
| 2 | $2.53M | |
| 3 | $1.67M | |
| 4 | $1.12M | |
| 5 | $834K |
Sector Composition
| 1 | Technology | 0.83% |
| 2 | Energy | 0.45% |
| 3 | Healthcare | 0.27% |
| 4 | Consumer Staples | 0.25% |
| 5 | Consumer Discretionary | 0.24% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $261K | 0.05% | 1,035 | – | – | |||
| $257K | 0.05% | 2,358 -35 | -1% | -$3.82K | |||
| $254K | 0.05% | 6,490 | – | – | |||
| $246K | 0.05% | 2,740 | New | +$246K | |||
| $241K | 0.05% | 12,097 +713 | +6% | +$14.2K | |||
| $238K | 0.05% | 7,011 -842 | -11% | -$28.6K | |||
| $233K | 0.04% | 9,444 | New | +$233K | |||
| $226K | 0.04% | 4,212 | New | +$226K | |||
| $224K | 0.04% | 1,017 | New | +$224K | |||
| $213K | 0.04% | 760 -32 | -4% | -$8.96K | |||
| $202K | 0.04% | 4,069 | New | +$202K | |||
| $202K | 0.04% | 4,160 | New | +$202K | |||
| $194K | 0.04% | 15,296 +109 | +0.7% | +$1.39K | |||
| $135K | 0.03% | 71,224 | – | – | |||
| $0 | 0% | 0 -1,088 | Closed | – | |||
| $0 | 0% | 0 -1,395 | Closed | – | |||
| $0 | 0% | 0 -1,382 | Closed | – | |||
| $0 | 0% | 0 -4,867 | Closed | – | |||
| $0 | 0% | 0 -375 | Closed | – | |||
| $0 | 0% | 0 -6,340 | Closed | – | |||
| $0 | 0% | 0 -9,549 | Closed | – |
