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
$227M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$1.29M
3
+$1.15M
4
WMT icon
Walmart
WMT
+$614K
5
USRT icon
iShares Core US REIT ETF
USRT
+$538K

Top Sells

1
+$824K
2
+$466K
3
+$365K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$298K
5
MA icon
Mastercard
MA
+$234K

Sector Composition

1 Technology 1.2%
2 Consumer Discretionary 0.79%
3 Consumer Staples 0.49%
4 Healthcare 0.1%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$624K 0.27%
2,350
+732
27
$614K 0.27%
+12,786
28
$606K 0.27%
3,720
-1,060
29
$579K 0.25%
4,194
-12
30
$566K 0.25%
2,406
+51
31
$563K 0.25%
4,417
32
$531K 0.23%
3,022
33
$530K 0.23%
11,535
34
$529K 0.23%
7,322
-6
35
$515K 0.23%
27,138
+594
36
$508K 0.22%
1,349
37
$421K 0.19%
4,960
-551
38
$390K 0.17%
3,867
39
$352K 0.15%
2,749
40
$345K 0.15%
6,686
41
$280K 0.12%
5,926
-500
42
$278K 0.12%
4,755
43
$261K 0.11%
7,442
44
$226K 0.1%
+2,112
45
$218K 0.1%
3,208
46
$211K 0.09%
+3,060
47
$203K 0.09%
3,639
48
– –
-15,055
49
– –
-691
50
– –
-968
1
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