PWA
Peterson Wealth Advisors Portfolio holdings
AUM
$750M
1-Year Est. Return
12.71%
1 Year Est. Return
+12.71%
AUM
$750M
AUM Growth
+$81.5M
(+12%)
Holding
112
Top Buys
| 1 | +$32.3M | |
| 2 | +$16.5M | |
| 3 | +$14.3M | |
| 4 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$3.61M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$3.22M |
Top Sells
| 1 | +$2.87M | |
| 2 | +$920K | |
| 3 | +$859K | |
| 4 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$482K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$399K |
Sector Composition
| 1 | Technology | 0.96% |
| 2 | Energy | 0.36% |
| 3 | Consumer Discretionary | 0.32% |
| 4 | Healthcare | 0.29% |
| 5 | Consumer Staples | 0.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
McDonald's
MCD
$219B
| $251K | 0.03% |
+822
|
|
||
102
Schwab Emerging Markets Equity ETF
SCHE
$12B
| $219K | 0.03% |
6,685
-3,139
|
|
||
103
PepsiCo
PEP
$200B
| $218K | 0.03% |
+1,517
|
|
||
104
Capital Group Core Bond ETF
CGCB
$3.73B
| $216K | 0.03% |
8,131
-595
|
|
||
105
WisdomTree US LargeCap Fund
EPS
$1.39B
| $206K | 0.03% |
2,910
+10
|
|
||
106
First Trust North American Energy Infrastructure Fund
EMLP
$3.52B
| $205K | 0.03% |
5,422
-760
|
|
||
107
Genasys
GNSS
$106M
| $153K | 0.02% |
71,224
|
|
||
108
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.43B
| – | – |
-1,752
|
|
||
109
Fidelity Tactical Bond ETF
FTBD
$32.3M
| – | – |
-7,477
|
|
||
|
110
Schwab US Large- Cap ETF
SCHX
$64.4B
| – | – |
-15,052
|
|
||
111
SPDR S&P 500 ETF Trust
SPY
$714B
| – | – |
-355
|
|
||
112
TSMC
TSM
$1.78T
| – | – |
-745
|
|