PWA

Peterson Wealth Advisors Portfolio holdings

AUM $669M
1-Year Est. Return 9.96%
This Quarter Est. Return
1 Year Est. Return
+9.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
+$2.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$1.32M
3
+$591K
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$571K
5
BBHY icon
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
+$434K

Top Sells

1
+$3.84M
2
+$763K
3
+$737K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$412K
5
MDIV icon
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
+$405K

Sector Composition

1 Technology 0.76%
2 Industrials 0.22%
3 Consumer Discretionary 0.17%
4 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.6M 29.62%
1,146,549
+41,542
2
$15.1M 12.22%
211,937
+8,308
3
$8.48M 6.87%
243,011
+7,209
4
$7.93M 6.43%
29,062
-2,795
5
$7.76M 6.29%
240,519
+8,674
6
$5.39M 4.37%
93,184
+2,661
7
$4.97M 4.03%
101,115
+4,649
8
$4.89M 3.96%
143,960
+16,794
9
$4.28M 3.47%
+71,293
10
$2.99M 2.42%
60,358
+8,757
11
$2.9M 2.35%
58,301
+3,125
12
$2.67M 2.16%
31,938
-2,991
13
$2.66M 2.16%
114,614
+4,953
14
$1.85M 1.5%
11,748
-1,158
15
$1.44M 1.17%
35,528
-2,988
16
$1.43M 1.16%
17,591
-1,807
17
$1.27M 1.03%
32,670
-2,660
18
$1.04M 0.84%
10,215
-1,007
19
$863K 0.7%
28,377
+2,927
20
$715K 0.58%
11,276
+78
21
$627K 0.51%
10,362
-1,129
22
$588K 0.48%
23,773
-3,995
23
$556K 0.45%
8,892
-1,302
24
$551K 0.45%
30,140
-22,141
25
$532K 0.43%
5,393
-146
1
2