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
$555M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.89M
3
+$3.63M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.5M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$2.66M

Top Sells

1
+$2.43M
2
+$1.15M
3
+$1.09M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$537K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$527K

Sector Composition

1 Technology 1.1%
2 Energy 0.44%
3 Consumer Discretionary 0.32%
4 Consumer Staples 0.27%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$165M 29.7%
2,366,964
-34,925
2
$54M 9.74%
1,576,858
-15,663
3
$47.8M 8.61%
948,344
+1,909
4
$37.3M 6.73%
598,273
+42,666
5
$37.1M 6.69%
672,749
+19,413
6
$31M 5.58%
682,080
+2,673
7
$19.3M 3.48%
192,684
+68,838
8
$16.6M 2.99%
56,693
-3,929
9
$15.6M 2.8%
338,195
-23,753
10
$11.6M 2.08%
178,964
+54,129
11
$9.09M 1.64%
101,606
-5,896
12
$8.86M 1.6%
367,063
+25,403
13
$7.65M 1.38%
146,586
+133,363
14
$7.45M 1.34%
157,230
-1,432
15
$6.28M 1.13%
10,560
+2,044
16
$5.83M 1.05%
56,483
-3,543
17
$5.16M 0.93%
184,067
+9,656
18
$5.04M 0.91%
112,366
+80,970
19
$4.58M 0.83%
63,515
-6,098
20
$4.57M 0.82%
18,754
+818
21
$3.35M 0.6%
75,956
-1,184
22
$3.22M 0.58%
122,665
+52,051
23
$3.1M 0.56%
12,757
+314
24
$2.7M 0.49%
53,544
+8,141
25
$2.63M 0.47%
22,667
+150
1
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