PWA
Peterson Wealth Advisors Portfolio holdings
AUM
$606M
This Quarter Return
+1.11%
1 Year Return
+10.09%
3 Year Return
+39.98%
5 Year Return
+64.54%
10 Year Return
–
AUM
$477M
AUM Growth
+$477M
(+1.3%)
Cap. Flow
+$2.16M
Cap. Flow
% of AUM
0.45%
Top 10 Holdings %
Top 10 Hldgs %
82.47%
Holding
76
New
8
Increased
37
Reduced
22
Closed
1
Top Buys
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$3.41M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2.74M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$952K |
| 4 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$493K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
PepsiCo
PEP
$204B
| – | – |
-1,277
| Closed | -$223K |
|