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
$163M
AUM Growth
+$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$921K
2
+$678K
3
+$637K
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$529K
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$522K

Top Sells

1
+$202K
2
+$40.1K
3
+$32.8K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$18.2K
5
HD icon
Home Depot
HD
+$7.43K

Sector Composition

1 Technology 0.74%
2 Consumer Discretionary 0.48%
3 Consumer Staples 0.22%
4 Industrials 0.17%
5 Financials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53M 32.45%
1,521,160
+26,420
2
$21.8M 13.37%
298,061
+9,255
3
$11.5M 7.03%
338,641
+15,600
4
$10.5M 6.42%
349,573
+17,388
5
$10.5M 6.4%
207,468
+12,629
6
$7.86M 4.81%
141,428
+35
7
$7.36M 4.51%
128,952
+6,801
8
$7M 4.29%
190,586
+6,049
9
$5.92M 3.62%
19,814
-110
10
$4.44M 2.72%
86,843
+2,477
11
$4.15M 2.54%
162,037
+4,096
12
$2.94M 1.8%
57,313
+1,460
13
$1.63M 1%
36,224
+192
14
$1.53M 0.94%
19,632
+21
15
$1.29M 0.79%
7,698
+34
16
$1.28M 0.78%
43,607
+3,496
17
$1.08M 0.66%
9,995
+48
18
$903K 0.55%
23,375
+115
19
$699K 0.43%
7,493
+21
20
$610K 0.37%
10,888
+28
21
$606K 0.37%
4,357
+1
22
$511K 0.31%
7,705
-28
23
$474K 0.29%
3,141
+2
24
$455K 0.28%
5,240
25
$436K 0.27%
12,722
+1,077
1
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