PWA
Peterson Wealth Advisors Portfolio holdings
AUM
$669M
1-Year Est. Return
9.96%
1 Year Est. Return
+9.96%
AUM
$669M
AUM Growth
+$62.8M
(+10%)
Holding
101
Top Buys
| 1 | +$14.3M | |
| 2 | +$5.71M | |
| 3 | +$2.8M | |
| 4 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$2.62M |
| 5 |
JPMorgan Income ETF
JPIE
|
+$2.42M |
Top Sells
| 1 | +$5.91M | |
| 2 | +$2.39M | |
| 3 | +$557K | |
| 4 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$387K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$329K |
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 | |
|---|---|---|---|---|---|---|
101
Qualcomm
QCOM
$176B
| – | – |
-1,582
|
|