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
$282M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$3.45M
3
+$2.84M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.58M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.6M

Top Sells

1
+$690K
2
+$245K
3
+$151K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$86.6K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$73.1K

Sector Composition

1 Technology 1.05%
2 Consumer Discretionary 0.64%
3 Consumer Staples 0.38%
4 Communication Services 0.1%
5 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$93.9M 33.29%
1,864,845
+130,548
2
$30.9M 10.97%
409,538
+45,691
3
$21.7M 7.7%
459,767
+33,885
4
$21.4M 7.6%
487,375
+28,655
5
$20M 7.1%
394,275
+55,993
6
$12.4M 4.38%
211,719
+18,617
7
$11.8M 4.18%
222,244
-13,035
8
$6.82M 2.42%
30,603
-678
9
$6.67M 2.37%
129,538
+15,160
10
$6.59M 2.34%
269,610
+24,929
11
$5.65M 2%
107,957
+12,036
12
$5.32M 1.89%
12,369
-170
13
$4.52M 1.6%
62,116
+24
14
$3.26M 1.16%
88,690
+3,902
15
$2.61M 0.93%
23,132
-223
16
$2.58M 0.92%
+65,262
17
$2.19M 0.78%
32,416
-51
18
$2.18M 0.77%
9,662
+641
19
$2.14M 0.76%
82,104
-3,321
20
$1.84M 0.65%
13,405
+268
21
$1.16M 0.41%
25,491
+1,253
22
$1.14M 0.4%
4,195
-207
23
$1.13M 0.4%
4,780
-39
24
$794K 0.28%
10,067
25
$749K 0.27%
2,350
1
2 3