PWA
Peterson Wealth Advisors Portfolio holdings
AUM
$606M
1-Year Return
10.09%
This Quarter Return
+7.09%
1 Year Return
+10.09%
3 Year Return
+39.98%
5 Year Return
+64.54%
10 Year Return
–
AUM
$347M
AUM Growth
+$44.2M
(+15%)
Cap. Flow
+$24M
Cap. Flow
% of AUM
6.91%
Top 10 Holdings %
Top 10 Hldgs %
80.56%
Holding
60
New
7
Increased
27
Reduced
16
Closed
1
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.72% |
| 2 | Consumer Discretionary | 0.67% |
| 3 | Consumer Staples | 0.45% |
| 4 | Energy | 0.37% |
| 5 | Healthcare | 0.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard FTSE All-World ex-US ETF
VEU
$48.3B
| $291K | 0.08% |
4,755
| – | – |
|
52
Abbott
ABT
$232B
| $278K | 0.08% |
+1,978
| New | +$278K |
|
53
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $248K | 0.07% |
3,067
| – | – |
|
54
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$550M
| $242K | 0.07% |
4,394
| – | – |
|
55
PepsiCo
PEP
$202B
| $218K | 0.06% |
+1,256
| New | +$218K |
|
56
JPMorgan Chase
JPM
$830B
| $216K | 0.06% |
+1,363
| New | +$216K |
|
57
Schwab Emerging Markets Equity ETF
SCHE
$10.6B
| $211K | 0.06% |
7,113
-171
| -2% | -$5.07K |
|
58
Mastercard
MA
$534B
| $209K | 0.06% |
+581
| New | +$209K |
|
59
Vanguard International Dividend Appreciation ETF
VIGI
$8.41B
| $200K | 0.06% |
2,344
| – | – |
|
60
iShares US Home Construction ETF
ITB
$3.25B
| – | – |
-3,639
| Closed | -$241K |
|