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
$298M
AUM Growth
-$5.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$2.03M
3
+$1.25M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.25M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.02M

Top Sells

1
+$1.25M
2
+$827K
3
+$524K
4
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$442K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$225K

Sector Composition

1 Technology 1.04%
2 Energy 0.69%
3 Consumer Discretionary 0.61%
4 Consumer Staples 0.45%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$94.8M 31.84%
2,257,989
+29,689
2
$32.9M 11.04%
1,274,442
+30,709
3
$22.1M 7.43%
440,852
-24,962
4
$20.6M 6.93%
535,177
-2,971
5
$19.5M 6.55%
425,236
-1,470
6
$19.3M 6.47%
566,032
+2,237
7
$10.7M 3.61%
59,830
+24,810
8
$9.73M 3.27%
121,345
+3,212
9
$7.43M 2.5%
168,474
-5,110
10
$7.38M 2.48%
165,944
+3,269
11
$5.53M 1.86%
253,563
-20,276
12
$4.07M 1.37%
84,260
+41,983
13
$3.66M 1.23%
10,213
-350
14
$3.56M 1.19%
61,467
-462
15
$3.09M 1.04%
54,151
-9,185
16
$3.08M 1.04%
152,913
+62,121
17
$2.84M 0.95%
16,631
+5,984
18
$1.92M 0.65%
22,004
+481
19
$1.9M 0.64%
21,771
-132
20
$1.84M 0.62%
13,300
-89
21
$1.61M 0.54%
44,123
+23,018
22
$1.55M 0.52%
32,725
-3,137
23
$1.4M 0.47%
45,234
+2,363
24
$1.06M 0.36%
4,568
-54
25
$1.04M 0.35%
55,472
+25,090
1
2 3