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
$150M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$9.3M
2
+$1.3M
3
+$1.16M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$548K
5
USRT icon
iShares Core US REIT ETF
USRT
+$445K

Top Sells

1
+$5.59M
2
+$1.22M
3
+$654K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$396K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$371K

Sector Composition

1 Technology 0.74%
2 Consumer Discretionary 0.52%
3 Consumer Staples 0.2%
4 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$396K 0.26%
10,801
+1,178
27
$364K 0.24%
6,460
+20
28
$360K 0.24%
5,843
+19
29
$353K 0.24%
2,787
+15
30
$325K 0.22%
5,876
+18
31
$322K 0.22%
2,773
-29
32
$308K 0.21%
1,513
+55
33
$295K 0.2%
1,220
+3
34
$284K 0.19%
4,560
-1,581
35
$282K 0.19%
743
+6
36
$271K 0.18%
8,908
+67
37
$261K 0.17%
8,355
+30
38
$245K 0.16%
+4,755
39
$242K 0.16%
3,656
-708
40
$203K 0.14%
+4,648
41
– –
-93,369
42
– –
-16,563
43
– –
-2,741
1
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