PWA

Peterson Wealth Advisors Portfolio holdings

AUM $750M
1-Year Est. Return 12.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$606M
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.23M
3
+$933K
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$856K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$840K

Top Sells

1
+$927K
2
+$510K
3
+$325K
4
HEQT icon
Simplify Hedged Equity ETF
HEQT
+$255K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$243K

Sector Composition

1 Technology 1.02%
2 Energy 0.4%
3 Consumer Discretionary 0.28%
4 Financials 0.26%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$319K 0.05%
2,337
-21
77
$316K 0.05%
6,553
+63
78
$305K 0.05%
2,723
-17
79
$301K 0.05%
+1,093
80
$295K 0.05%
9,795
+351
81
$293K 0.05%
10,995
-3,961
82
$291K 0.05%
5,863
-2,179
83
$287K 0.05%
1,010
-7
84
$287K 0.05%
11,009
-1,178
85
$267K 0.04%
4,197
-15
86
$263K 0.04%
7,023
+12
87
$254K 0.04%
15,178
-118
88
$252K 0.04%
+1,582
89
$247K 0.04%
+401
90
$235K 0.04%
+4,867
91
$234K 0.04%
+847
92
$223K 0.04%
+628
93
$209K 0.03%
4,193
+124
94
$207K 0.03%
4,201
+41
95
$205K 0.03%
+9,158
96
$200K 0.03%
+7,614
97
$123K 0.02%
71,224
1 2 3
4