PWA
Peterson Wealth Advisors Portfolio holdings
AUM
$606M
This Quarter Return
+4.67%
1 Year Return
+10.09%
3 Year Return
+39.98%
5 Year Return
+64.54%
10 Year Return
–
AUM
$111M
AUM Growth
–
Cap. Flow
+$111M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
77.66%
Holding
45
New
45
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$33M |
| 2 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$11.1M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$9.81M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$7.63M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$6.63M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.84% |
| 2 | Consumer Discretionary | 0.5% |
| 3 | Industrials | 0.21% |
| 4 | Consumer Staples | 0.19% |
