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
$518M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$5.37M
3
+$3.89M
4
HEQT icon
Simplify Hedged Equity ETF
HEQT
+$2.83M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.63M

Top Sells

1
+$6.84M
2
+$2.53M
3
+$1.67M
4
VTV icon
Vanguard Value ETF
VTV
+$1.63M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.12M

Sector Composition

1 Technology 0.83%
2 Energy 0.45%
3 Healthcare 0.27%
4 Consumer Staples 0.25%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$261K 0.05%
1,035
77
$257K 0.05%
2,358
-35
78
$254K 0.05%
6,490
79
$246K 0.05%
+2,740
80
$241K 0.05%
12,097
+713
81
$238K 0.05%
7,011
-842
82
$233K 0.05%
+9,444
83
$226K 0.04%
+4,212
84
$224K 0.04%
+1,017
85
$213K 0.04%
760
-32
86
$202K 0.04%
+4,069
87
$202K 0.04%
+4,160
88
$194K 0.04%
15,296
+109
89
$135K 0.03%
71,224
90
– –
-9,549
91
– –
-6,340
92
– –
-375
93
– –
-4,867
94
– –
-1,382
95
– –
-1,395
96
– –
-1,088
1 2 3
4