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
$529M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$3.43M
3
+$2.77M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.71M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.59M

Top Sells

1
+$1.51M
2
+$855K
3
+$281K
4
V icon
Visa
V
+$243K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$180K

Sector Composition

1 Technology 1.09%
2 Energy 0.49%
3 Industrials 0.33%
4 Healthcare 0.28%
5 Consumer Discretionary 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$162M 30.64%
2,401,889
+50,765
2
$59.8M 11.3%
1,592,521
+45,653
3
$48M 9.07%
946,435
-29,716
4
$35.7M 6.75%
653,336
+29,087
5
$34M 6.42%
555,607
+45,261
6
$30.9M 5.84%
679,407
+19,037
7
$17.5M 3.3%
361,948
+19,442
8
$17.2M 3.24%
60,622
-3,019
9
$12.4M 2.35%
+123,846
10
$10.5M 1.98%
107,502
+2,706
11
$8.84M 1.67%
124,835
+600
12
$8.37M 1.58%
341,660
+25,874
13
$7.72M 1.46%
158,662
+9,523
14
$5.75M 1.09%
60,026
-1,878
15
$4.91M 0.93%
8,516
-104
16
$4.88M 0.92%
69,613
-2,438
17
$4.83M 0.91%
174,411
+699
18
$4.25M 0.8%
17,936
+107
19
$3.69M 0.7%
77,140
+227
20
$2.9M 0.55%
12,443
+482
21
$2.63M 0.5%
22,517
+117
22
$2.59M 0.49%
22,133
+593
23
$2.3M 0.44%
45,403
-5,536
24
$1.99M 0.38%
70,614
+45,363
25
$1.96M 0.37%
84,765
-5,228
1
2 3 4