PWA

Peterson Wealth Advisors Portfolio holdings

AUM $669M
1-Year Est. Return 9.96%
This Quarter Est. Return
1 Year Est. Return
+9.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$477M
AUM Growth
+$6.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.46M
3
+$726K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$675K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$563K

Top Sells

1
+$3.41M
2
+$2.74M
3
+$952K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$493K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$352K

Sector Composition

1 Technology 1.13%
2 Energy 0.52%
3 Industrials 0.37%
4 Healthcare 0.27%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,277
1 2 3
4