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
$246M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.67M
3
+$465K
4
USRT icon
iShares Core US REIT ETF
USRT
+$437K
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$399K

Top Sells

1
+$888K
2
+$363K
3
+$246K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$211K
5
TSLA icon
Tesla
TSLA
+$145K

Sector Composition

1 Technology 1.18%
2 Consumer Discretionary 0.68%
3 Consumer Staples 0.43%
4 Healthcare 0.09%
5 Communication Services 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$626K 0.25%
4,417
27
$624K 0.25%
21,050
-178
28
$606K 0.25%
4,199
+5
29
$596K 0.24%
11,450
-85
30
$580K 0.24%
12,816
+30
31
$575K 0.23%
3,720
32
$560K 0.23%
3,022
33
$555K 0.23%
27,014
-124
34
$532K 0.22%
6,790
-532
35
$475K 0.19%
1,349
36
$445K 0.18%
4,845
-115
37
$399K 0.16%
3,867
38
$391K 0.16%
1,755
-651
39
$388K 0.16%
2,749
40
$357K 0.15%
6,686
41
$310K 0.13%
+3,413
42
$291K 0.12%
5,926
43
$289K 0.12%
4,755
44
$283K 0.12%
7,442
45
$247K 0.1%
3,639
46
$245K 0.1%
+1,923
47
$229K 0.09%
2,112
48
$222K 0.09%
3,208
49
$214K 0.09%
+725
50
– –
-3,060
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