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
$126M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$1.71M
3
+$955K
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$850K
5
USRT icon
iShares Core US REIT ETF
USRT
+$688K

Top Sells

1
+$1.39M
2
+$419K
3
+$368K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$351K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$314K

Sector Composition

1 Technology 0.72%
2 Consumer Discretionary 0.51%
3 Consumer Staples 0.2%
4 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$352K 0.28%
2,758
-490
27
$338K 0.27%
6,141
-3,830
28
$311K 0.25%
9,623
+566
29
$308K 0.24%
2,772
+39
30
$308K 0.24%
6,440
+32
31
$307K 0.24%
5,824
+39
32
$283K 0.22%
2,802
+44
33
$283K 0.22%
5,858
+28
34
$250K 0.2%
1,458
+60
35
$248K 0.2%
4,364
+269
36
$248K 0.2%
1,217
+79
37
$241K 0.19%
8,841
+113
38
$238K 0.19%
737
-74
39
$221K 0.18%
8,325
+90
40
$215K 0.17%
2,741
-1,651
41
– –
-5,302
42
– –
-19,852
43
– –
-3,437
1
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