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
$378M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$5.15M
3
+$483K
4
META icon
Meta Platforms (Facebook)
META
+$412K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$272K

Top Sells

1
+$5.2M
2
+$2.44M
3
+$1.21M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.2M
5
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$816K

Sector Composition

1 Technology 1.07%
2 Energy 0.62%
3 Healthcare 0.3%
4 Consumer Staples 0.29%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$124M 32.89%
2,383,802
-46,781
2
$45.4M 12%
1,391,275
+3,509
3
$31.7M 8.39%
635,454
+103,029
4
$26.1M 6.89%
566,023
-174
5
$23.4M 6.19%
599,051
+6
6
$16.8M 4.45%
76,180
-1,395
7
$16.7M 4.41%
359,850
-25,874
8
$10.6M 2.81%
126,091
-436
9
$8.17M 2.16%
133,603
+7,897
10
$7.47M 1.97%
136,834
-22,153
11
$6.37M 1.68%
266,394
+244,628
12
$6.08M 1.61%
131,031
-17,585
13
$4.49M 1.19%
188,898
+2,562
14
$4.36M 1.15%
61,912
-879
15
$4.27M 1.13%
9,571
-469
16
$4.03M 1.07%
20,191
+39
17
$3.23M 0.85%
78,551
+4,168
18
$2.36M 0.62%
21,991
+105
19
$2.19M 0.58%
21,830
+296
20
$2.13M 0.56%
11,056
-2,081
21
$2.09M 0.55%
31,033
-6,435
22
$1.93M 0.51%
97,730
-2,084
23
$1.53M 0.4%
33,777
-1,980
24
$1.51M 0.4%
30,117
-195
25
$1.5M 0.4%
4,449
+1
1
2 3