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
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$11.1M
3
+$9.81M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$7.63M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.63M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.84%
2 Consumer Discretionary 0.5%
3 Industrials 0.21%
4 Consumer Staples 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$691K 0.62%
+11,924
27
$689K 0.62%
+11,266
28
$537K 0.49%
+17,860
29
$518K 0.47%
+6,347
30
$474K 0.43%
+5,539
31
$450K 0.41%
+10,636
32
$422K 0.38%
+3,396
33
$417K 0.38%
+9,084
34
$392K 0.35%
+3,433
35
$309K 0.28%
+7,076
36
$297K 0.27%
+5,080
37
$295K 0.27%
+5,787
38
$294K 0.27%
+3,674
39
$269K 0.24%
+6,142
40
$257K 0.23%
+1,355
41
$237K 0.21%
+802
42
$210K 0.19%
+1,130
43
$210K 0.19%
+10,163
44
$202K 0.18%
+3,450
45
$202K 0.18%
+3,752
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