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
$477M
AUM Growth
+$6.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.48M
3
+$727K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$662K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$558K

Top Sells

1
+$3.36M
2
+$2.63M
3
+$921K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$476K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$339K

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