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
$154M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.72M
3
+$1.46M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.35M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.02M

Top Sells

1
+$1.09M
2
+$429K
3
+$351K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$334K
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$303K

Sector Composition

1 Technology 1.02%
2 Consumer Discretionary 0.49%
3 Consumer Staples 0.24%
4 Financials 0.13%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$582K 0.38%
19,258
+4,401
27
$559K 0.36%
6,649
-3,226
28
$558K 0.36%
+39,702
29
$539K 0.35%
18,943
+5,147
30
$466K 0.3%
4,780
+480
31
$434K 0.28%
+8,990
32
$415K 0.27%
+15,055
33
$411K 0.27%
14,290
-9,270
34
$379K 0.25%
5,432
-1,433
35
$374K 0.24%
1,312
+2
36
$320K 0.21%
+7,788
37
$313K 0.2%
5,022
-1,346
38
$299K 0.19%
+12,095
39
$297K 0.19%
8,864
+3,073
40
$296K 0.19%
5,955
+19
41
$293K 0.19%
1,567
+9
42
$287K 0.19%
+10,359
43
$283K 0.18%
+14,758
44
$259K 0.17%
5,816
-700
45
$258K 0.17%
+15,736
46
$255K 0.17%
2,652
-127
47
$239K 0.16%
+16,807
48
$235K 0.15%
4,712
49
$223K 0.14%
+16,326
50
$206K 0.13%
852
+1
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2
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