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
$111M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1 +$33M
2 +$11.1M
3 +$9.81M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$7.63M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.63M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.84%
2 Consumer Discretionary 0.5%
3 Industrials 0.21%
4 Consumer Staples 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$33M 29.86%
+122,867
2
$11.1M 10.04%
+152,262
3
$9.81M 8.87%
+313,406
4
$7.63M 6.9%
+49,309
5
$6.63M 5.99%
+86,325
6
$5.05M 4.56%
+83,104
7
$4.52M 4.09%
+54,507
8
$3.36M 3.04%
+24,500
9
$2.57M 2.32%
+32,467
10
$2.19M 1.98%
+65,620
11
$1.9M 1.71%
+62,887
12
$1.59M 1.44%
+41,656
13
$1.44M 1.3%
+48,191
14
$1.39M 1.25%
+36,565
15
$1.29M 1.16%
+25,922
16
$1.25M 1.13%
+65,487
17
$1.17M 1.05%
+11,548
18
$1.12M 1.02%
+33,849
19
$1.02M 0.92%
+41,393
20
$992K 0.9%
+19,342
21
$894K 0.81%
+17,468
22
$861K 0.78%
+19,197
23
$851K 0.77%
+27,572
24
$845K 0.76%
+32,075
25
$746K 0.67%
+11,287