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
$669M
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$5.66M
3
+$2.68M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$2.58M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$2.43M

Top Sells

1
+$5.91M
2
+$2.39M
3
+$534K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$387K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$323K

Sector Composition

1 Technology 1.08%
2 Energy 0.39%
3 Consumer Discretionary 0.3%
4 Healthcare 0.25%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$399K 0.06%
15,052
+298
77
$388K 0.06%
1,047
+12
78
$373K 0.06%
7,477
+3,276
79
$370K 0.06%
6,841
+288
80
$369K 0.06%
7,334
+3,141
81
$360K 0.05%
3,104
+381
82
$357K 0.05%
1,060
-33
83
$352K 0.05%
4,879
+24
84
$333K 0.05%
2,339
+2
85
$331K 0.05%
9,824
+29
86
$323K 0.05%
4,734
+537
87
$323K 0.05%
1,099
+89
88
$279K 0.04%
925
+78
89
$267K 0.04%
4,867
90
$258K 0.04%
15,370
+192
91
$238K 0.04%
355
-46
92
$237K 0.04%
6,182
-841
93
$234K 0.04%
6,296
-2,862
94
$232K 0.03%
8,726
+1,112
95
$219K 0.03%
+745
96
$219K 0.03%
+890
97
$205K 0.03%
+1,752
98
$200K 0.03%
+2,900
99
$157K 0.02%
71,224
100
– –
-1,582
1 2 3
4
5