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
$421M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$6.21M
3
+$1.77M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.02M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$924K

Top Sells

1
+$3.2M
2
+$2.75M
3
+$2.43M
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.05M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$880K

Sector Composition

1 Technology 1.08%
2 Energy 0.52%
3 Consumer Staples 0.27%
4 Consumer Discretionary 0.26%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$133M 31.59%
2,379,999
-57,184
2
$50.9M 12.07%
1,495,375
+51,930
3
$39.5M 9.38%
786,251
+123,653
4
$29.3M 6.95%
600,736
+18,966
5
$26.9M 6.39%
638,511
+24,094
6
$16.3M 3.87%
68,680
-10,244
7
$14.7M 3.48%
+277,265
8
$14.4M 3.42%
306,318
-58,439
9
$12.4M 2.94%
140,201
+7,711
10
$8.1M 1.92%
127,221
-13,823
11
$6.73M 1.6%
277,946
-682
12
$6.5M 1.54%
111,164
-17,977
13
$6.19M 1.47%
129,585
-686
14
$4.66M 1.11%
62,017
+52
15
$4.43M 1.05%
176,634
-22,764
16
$4.15M 0.98%
8,681
-538
17
$3.89M 0.92%
18,242
-3,133
18
$3.17M 0.75%
77,238
-6,994
19
$2.47M 0.59%
49,136
+12,559
20
$2.37M 0.56%
21,881
+44
21
$2.2M 0.52%
22,004
+8
22
$2.13M 0.51%
11,074
+51
23
$1.98M 0.47%
95,743
-9,292
24
$1.76M 0.42%
25,326
-383
25
$1.59M 0.38%
34,609
-3,828
1
2 3