PWA
Peterson Wealth Advisors Portfolio holdings
AUM
$752M
1-Year Est. Return
13.99%
This Fund
S&P 500
1 Year Est. Return
+13.99%
AUM
$752M
AUM Growth
+$1.79M
(+0.24%)
Holding
110
Top Buys
| 1 | +$11.8M | |
| 2 | +$8.45M | |
| 3 | +$2.73M | |
| 4 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$1.44M |
| 5 |
JPMorgan Active Bond ETF
JBND
|
+$826K |
Top Sells
| 1 | +$3.15M | |
| 2 | +$2.26M | |
| 3 | +$2.25M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.18M |
| 5 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$1.16M |
Sector Composition
| 1 | Technology | 0.85% |
| 2 | Energy | 0.54% |
| 3 | Consumer Staples | 0.3% |
| 4 | Healthcare | 0.26% |
| 5 | Consumer Discretionary | 0.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
PepsiCo
PEP
$216B
| $232K | 0.03% |
1,496
-21
|
|
||
102
First Trust North American Energy Infrastructure Fund
EMLP
$3.94B
| $231K | 0.03% |
5,286
-136
|
|
||
103
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$678M
| $225K | 0.03% |
4,867
|
|
||
104
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
| $221K | 0.03% |
6,694
+9
|
|
||
105
Marathon Petroleum
MPC
$62.9B
| $219K | 0.03% |
+897
|
|
||
106
Capital Group Core Bond ETF
CGCB
$4.7B
| $218K | 0.03% |
8,307
+176
|
|
||
107
Coca-Cola
KO
$326B
| $205K | 0.03% |
+2,698
|
|
||
108
Genasys
GNSS
$92.7M
| $130K | 0.02% |
71,224
|
|
||
109
McDonald's
MCD
$221B
| – | – |
-822
|
|
||
110
WisdomTree US LargeCap Fund
EPS
$1.45B
| – | – |
-2,910
|
|