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
$303M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$14.5M
3
+$9.46M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.38M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.53M

Top Sells

1
+$24.2M
2
+$9.52M
3
+$5.38M
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$796K
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$643K

Sector Composition

1 Technology 1.02%
2 Consumer Discretionary 0.62%
3 Consumer Staples 0.37%
4 Communication Services 0.09%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$95.6M 31.61%
1,895,231
+30,386
2
$35.3M 11.66%
974,425
+885,735
3
$22.4M 7.4%
441,267
+46,992
4
$21.5M 7.11%
466,055
+6,288
5
$20.9M 6.9%
489,689
+2,314
6
$14.5M 4.81%
+271,660
7
$11M 3.63%
207,215
-15,029
8
$9.95M 3.29%
97,789
+92,956
9
$7.61M 2.52%
148,199
+18,661
10
$7.34M 2.43%
33,041
+2,438
11
$6.64M 2.2%
88,184
-321,354
12
$5.4M 1.79%
103,772
-4,185
13
$5.03M 1.66%
11,685
-684
14
$4.57M 1.51%
61,863
-253
15
$2.9M 0.96%
49,371
-162,348
16
$2.66M 0.88%
68,236
+2,974
17
$2.47M 0.82%
36,989
+4,573
18
$2.43M 0.8%
22,230
-902
19
$2.2M 0.73%
85,989
+3,885
20
$2.17M 0.72%
9,944
+282
21
$1.9M 0.63%
13,405
22
$1.56M 0.51%
36,576
+11,085
23
$1.18M 0.39%
4,195
24
$1.07M 0.36%
4,536
-244
25
$1M 0.33%
42,392
-227,218
1
2 3