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
$126M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$1.71M
3
+$955K
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$850K
5
USRT icon
iShares Core US REIT ETF
USRT
+$688K

Top Sells

1
+$1.39M
2
+$419K
3
+$368K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$351K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$314K

Sector Composition

1 Technology 0.72%
2 Consumer Discretionary 0.51%
3 Consumer Staples 0.2%
4 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.4M 32.01%
1,383,353
+133,385
2
$16.9M 13.42%
254,121
+25,633
3
$8.54M 6.76%
290,315
+32,467
4
$7.7M 6.1%
292,070
+32,254
5
$6.07M 4.81%
108,588
+10,800
6
$5.73M 4.54%
127,777
+15,337
7
$5.59M 4.43%
93,369
+7,590
8
$5.55M 4.39%
22,045
-5,525
9
$5.36M 4.25%
173,513
+13,311
10
$3.68M 2.92%
77,299
+5,310
11
$3.45M 2.74%
73,005
+6,552
12
$2.96M 2.34%
138,012
+16,619
13
$1.65M 1.31%
23,830
-6,048
14
$1.23M 0.98%
8,910
-2,544
15
$1.19M 0.94%
31,536
-1,276
16
$893K 0.71%
11,969
-4,207
17
$886K 0.7%
33,491
+2,625
18
$878K 0.7%
26,450
-5,275
19
$841K 0.67%
9,202
-930
20
$490K 0.39%
8,972
-1,242
21
$477K 0.38%
4,694
-450
22
$434K 0.34%
11,012
+32
23
$404K 0.32%
14,489
-977
24
$388K 0.31%
5,160
+80
25
$362K 0.29%
16,563
-7,203
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