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
$175M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$410K
3
+$381K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$258K
5
BBHY icon
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
+$255K

Top Sells

1
+$427K
2
+$375K
3
+$205K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$181K
5
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$98.7K

Sector Composition

1 Technology 0.88%
2 Consumer Discretionary 0.42%
3 Consumer Staples 0.22%
4 Financials 0.15%
5 Industrials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$397K 0.23%
4,300
-940
27
$388K 0.22%
6,516
+20
28
$385K 0.22%
1,310
+86
29
$362K 0.21%
2,779
-27
30
$358K 0.2%
5,936
+20
31
$351K 0.2%
10,762
+1,669
32
$340K 0.19%
1,558
+116
33
$307K 0.18%
4,712
+63
34
$303K 0.17%
8,444
+27
35
$258K 0.15%
+5,791
36
$256K 0.15%
4,755
37
$254K 0.15%
851
+1
38
$244K 0.14%
+1,476
39
$232K 0.13%
3,190
-213
40
$222K 0.13%
+5,043
41
$221K 0.13%
677
-68
42
$210K 0.12%
+2,609
43
$210K 0.12%
3,208
44
$205K 0.12%
1,500
-1,321
45
– –
-5,960
1
2