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
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$6.15M
3
+$5.69M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.41M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.11M

Top Sells

1
+$20.4M
2
+$5.26M
3
+$1.89M
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$796K
5
USRT icon
iShares Core US REIT ETF
USRT
+$311K

Sector Composition

1 Technology 1%
2 Energy 0.65%
3 Consumer Discretionary 0.55%
4 Consumer Staples 0.43%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$98.8M 32.61%
2,228,300
+128,216
2
$35.9M 11.84%
1,243,733
+83,541
3
$23.3M 7.7%
465,814
+5,415
4
$21.4M 7.05%
538,148
+27,953
5
$20.5M 6.77%
+426,706
6
$20.3M 6.69%
563,795
+25,924
7
$10.8M 3.55%
118,133
+6,751
8
$8.07M 2.66%
173,584
-17,129
9
$7.31M 2.41%
162,675
+3,417
10
$6.61M 2.18%
35,020
+2,601
11
$6.15M 2.03%
+273,839
12
$4.01M 1.32%
63,336
-3,342
13
$4M 1.32%
10,563
-11
14
$3.74M 1.23%
61,929
+216
15
$2.27M 0.75%
42,277
+5,129
16
$2.02M 0.67%
21,903
+36
17
$1.92M 0.63%
35,862
-5,827
18
$1.9M 0.63%
90,792
+6,279
19
$1.88M 0.62%
10,647
+987
20
$1.84M 0.61%
21,523
21
$1.83M 0.6%
13,389
-156
22
$1.78M 0.59%
48,301
23
$1.49M 0.49%
42,871
+915
24
$1.19M 0.39%
4,622
-11
25
$879K 0.29%
21,105
+2,273
1
2 3