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
$372M
AUM Growth
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.62M
3
+$1.36M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$690K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$583K

Top Sells

1
+$404K
2
+$347K
3
+$219K
4
AVGO icon
Broadcom
AVGO
+$209K
5
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$201K

Sector Composition

1 Technology 0.91%
2 Energy 0.69%
3 Healthcare 0.33%
4 Consumer Staples 0.29%
5 Consumer Discretionary 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$122M 32.91%
2,437,183
+53,381
2
$44.8M 12.03%
1,443,445
+52,170
3
$33.2M 8.93%
662,598
+27,144
4
$25.5M 6.85%
581,770
+15,747
5
$22.7M 6.09%
614,417
+15,366
6
$16.8M 4.5%
78,924
+2,744
7
$16.3M 4.38%
364,757
+4,907
8
$10M 2.69%
132,490
+6,399
9
$8.22M 2.21%
141,044
+7,441
10
$6.78M 1.82%
129,141
-7,693
11
$6.67M 1.79%
278,628
+12,234
12
$5.93M 1.59%
130,271
-760
13
$4.5M 1.21%
199,398
+10,500
14
$4.24M 1.14%
61,965
+53
15
$4.04M 1.09%
21,375
+1,184
16
$3.96M 1.06%
9,219
-352
17
$3.3M 0.89%
84,232
+5,681
18
$2.59M 0.69%
21,996
+5
19
$2.06M 0.55%
21,837
+7
20
$1.89M 0.51%
11,023
-33
21
$1.86M 0.5%
105,035
+7,305
22
$1.84M 0.5%
36,577
+6,460
23
$1.68M 0.45%
25,709
-5,324
24
$1.67M 0.45%
38,437
+4,660
25
$1.42M 0.38%
42,162
-278
1
2 3