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
$195M
AUM Growth
+$7.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$695K
3
+$538K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$358K
5
TSLA icon
Tesla
TSLA
+$337K

Top Sells

1
+$7.42M
2
+$434K
3
+$349K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$151K
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$120K

Sector Composition

1 Technology 1.35%
2 Consumer Discretionary 0.79%
3 Consumer Staples 0.25%
4 Financials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$582K 0.3%
13,465
-135
27
$493K 0.25%
4,206
-10
28
$479K 0.25%
1,349
+4
29
$478K 0.24%
4,417
-186
30
$473K 0.24%
3,022
+1,393
31
$469K 0.24%
26,544
+852
32
$466K 0.24%
15,055
33
$449K 0.23%
1,618
+44
34
$438K 0.22%
7,328
-8
35
$435K 0.22%
5,511
+773
36
$427K 0.22%
11,535
+55
37
$337K 0.17%
+2,355
38
$334K 0.17%
3,867
-186
39
$309K 0.16%
2,749
40
$298K 0.15%
+968
41
$295K 0.15%
6,686
42
$263K 0.13%
+6,426
43
$240K 0.12%
4,755
44
$234K 0.12%
7,442
-2,993
45
$234K 0.12%
691
+5
46
$206K 0.11%
+3,639
47
$204K 0.1%
+3,208
48
– –
-142,623
49
– –
-5,970
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