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
$518M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$5.37M
3
+$3.89M
4
HEQT icon
Simplify Hedged Equity ETF
HEQT
+$2.83M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.63M

Top Sells

1
+$6.84M
2
+$2.53M
3
+$1.67M
4
VTV icon
Vanguard Value ETF
VTV
+$1.63M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.12M

Sector Composition

1 Technology 0.83%
2 Energy 0.45%
3 Healthcare 0.27%
4 Consumer Staples 0.25%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$134M 25.81%
2,251,634
-115,330
2
$51.4M 9.93%
1,565,058
-11,800
3
$47M 9.08%
931,809
-16,535
4
$33M 6.39%
578,595
-19,678
5
$31.5M 6.09%
686,382
+13,633
6
$24.8M 4.8%
682,022
-58
7
$24.7M 4.77%
246,339
+53,655
8
$17M 3.28%
364,232
+26,037
9
$13.5M 2.61%
54,599
-2,094
10
$12.3M 2.38%
24,365
+13,805
11
$9.4M 1.82%
386,250
+19,187
12
$8.57M 1.66%
138,160
-40,804
13
$8.32M 1.61%
101,456
-150
14
$8.14M 1.57%
152,771
+6,185
15
$7.64M 1.48%
161,611
+4,381
16
$5.39M 1.04%
230,051
+45,984
17
$5.36M 1.04%
26,935
+8,181
18
$4.87M 0.94%
57,972
+1,489
19
$4.84M 0.94%
106,850
-5,516
20
$4.62M 0.89%
100,763
+84,849
21
$4.31M 0.83%
156,031
+102,412
22
$4.09M 0.79%
101,216
+25,260
23
$3.74M 0.72%
60,841
-2,674
24
$3.68M 0.71%
154,515
+31,850
25
$2.59M 0.5%
51,165
-2,379
1
2 3 4