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
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
51
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52
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53
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54
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-8,444
55
– –
-1,500
56
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-10,762
57
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-677
58
– –
-2,609
59
– –
-3,190
1 2
3