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
$529M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$3.43M
3
+$2.77M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.71M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.59M

Top Sells

1
+$1.51M
2
+$855K
3
+$281K
4
V icon
Visa
V
+$243K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$180K

Sector Composition

1 Technology 1.09%
2 Energy 0.49%
3 Industrials 0.33%
4 Healthcare 0.28%
5 Consumer Discretionary 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$223K 0.04%
3,548
77
$221K 0.04%
5,021
+104
78
$215K 0.04%
9,158
+2,635
79
$215K 0.04%
+374
80
$212K 0.04%
+4,843
81
$207K 0.04%
+7,083
82
$204K 0.04%
+1,198
83
$176K 0.03%
+12,000
84
– –
-926
1 2 3
4