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
$121M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$5.64M
3
+$5.06M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$3.79M
5
USRT icon
iShares Core US REIT ETF
USRT
+$3.18M

Top Sells

1
+$24.2M
2
+$5.61M
3
+$3.96M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.67M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.65M

Sector Composition

1 Technology 0.79%
2 Consumer Discretionary 0.5%
3 Industrials 0.22%
4 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$655K 0.54%
4,828
-19,672
27
$616K 0.51%
10,194
-1,072
28
$506K 0.42%
5,539
29
$448K 0.37%
10,672
+36
30
$435K 0.36%
+15,439
31
$422K 0.35%
14,940
-2,920
32
$371K 0.31%
6,800
+3,048
33
$368K 0.3%
5,080
34
$344K 0.28%
3,143
-290
35
$327K 0.27%
2,724
-672
36
$293K 0.24%
5,803
+16
37
$290K 0.24%
+7,367
38
$280K 0.23%
7,085
+9
39
$264K 0.22%
805
+3
40
$243K 0.2%
1,362
+7
41
$232K 0.19%
5,500
-642
42
$231K 0.19%
2,988
-686
43
$229K 0.19%
4,883
-4,201
44
$228K 0.19%
5,146
-14,051
45
$213K 0.18%
1,133
+3
46
$213K 0.18%
+3,394
47
$202K 0.17%
3,457
+7
48
– –
-6,347
49
– –
-10,163
1
2