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
51
– –
-7,788
52
– –
-4,712
53
– –
-14,758
1 2
3