PWA

Peterson Wealth Advisors Portfolio holdings

AUM $752M
1-Year Est. Return 13.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$669M
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$5.66M
3
+$2.68M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$2.58M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$2.43M

Top Sells

1
+$5.91M
2
+$2.39M
3
+$534K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$387K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$323K

Sector Composition

1 Technology 1.08%
2 Energy 0.39%
3 Consumer Discretionary 0.3%
4 Healthcare 0.25%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$181M 27.08%
2,300,034
+35,563
2
$69.9M 10.46%
1,615,275
+19,793
3
$41.9M 6.27%
733,679
+36,950
4
$41.3M 6.18%
816,067
-116,709
5
$41M 6.13%
630,253
+40,369
6
$33.6M 5.03%
729,139
+33,313
7
$22.3M 3.34%
222,830
-23,887
8
$18.5M 2.76%
389,503
+24,315
9
$17.3M 2.59%
52,532
-1,689
10
$16.8M 2.52%
25,018
-372
11
$15.9M 2.38%
139,422
+125,947
12
$15.2M 2.28%
281,646
+105,516
13
$11.4M 1.7%
140,373
-2,112
14
$10.7M 1.6%
118,582
+15,403
15
$10.3M 1.55%
424,359
+41,937
16
$8.82M 1.32%
180,705
+15,868
17
$7.09M 1.06%
27,709
-80
18
$6.98M 1.04%
234,485
-1,871
19
$6.84M 1.02%
211,327
+35,607
20
$6.06M 0.91%
50,080
+529
21
$5.95M 0.89%
98,063
-3,658
22
$5.69M 0.85%
104,017
+535
23
$4.39M 0.66%
140,132
-7,401
24
$4.34M 0.65%
53,561
-4,038
25
$4.29M 0.64%
92,718
-7,038
1
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