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
$188M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.91M
3
+$1.59M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.39M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.03M

Top Sells

1
+$924K
2
+$923K
3
+$730K
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$434K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$415K

Sector Composition

1 Technology 1.19%
2 Consumer Discretionary 0.57%
3 Consumer Staples 0.22%
4 Financials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$582K 0.31%
18,853
-405
27
$539K 0.29%
13,600
+4,736
28
$468K 0.25%
4,603
-2,046
29
$460K 0.25%
+4,216
30
$452K 0.24%
25,692
+9,956
31
$450K 0.24%
15,055
32
$411K 0.22%
7,336
+1,520
33
$408K 0.22%
1,345
+33
34
$408K 0.22%
11,480
-2,810
35
$394K 0.21%
1,574
+7
36
$372K 0.2%
4,738
-694
37
$349K 0.19%
5,970
+15
38
$324K 0.17%
4,053
-969
39
$316K 0.17%
10,435
+76
40
$297K 0.16%
2,749
+97
41
$267K 0.14%
6,686
-10,382
42
$233K 0.12%
+1,629
43
$226K 0.12%
+4,755
44
$203K 0.11%
686
-166
45
– –
-58,339
46
– –
-12,095
47
– –
-16,807
48
– –
-16,326
49
– –
-15,319
50
– –
-8,990
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