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
$555M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.89M
3
+$3.63M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.5M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$2.66M

Top Sells

1
+$2.43M
2
+$1.15M
3
+$1.09M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$537K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$527K

Sector Composition

1 Technology 1.1%
2 Energy 0.44%
3 Consumer Discretionary 0.32%
4 Consumer Staples 0.27%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$267K 0.05%
11,384
+254
77
$253K 0.05%
1,088
-396
78
$250K 0.05%
15,187
+3,187
79
$223K 0.04%
4,867
+24
80
$222K 0.04%
375
+1
81
$218K 0.04%
+1,382
82
$209K 0.04%
1,395
+197
83
$201K 0.04%
71,224
84
– –
-7,083
85
– –
-9,158
86
– –
-186,655
87
– –
-9,843
88
– –
-3,548
1 2 3
4