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
$227M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$1.29M
3
+$1.15M
4
WMT icon
Walmart
WMT
+$614K
5
USRT icon
iShares Core US REIT ETF
USRT
+$538K

Top Sells

1
+$824K
2
+$466K
3
+$365K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$298K
5
MA icon
Mastercard
MA
+$234K

Sector Composition

1 Technology 1.2%
2 Consumer Discretionary 0.79%
3 Consumer Staples 0.49%
4 Healthcare 0.1%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$73.9M 32.51%
1,680,878
+90,616
2
$25M 11.01%
340,953
+17,515
3
$17.3M 7.61%
428,070
+10,087
4
$16.7M 7.36%
467,307
+13,136
5
$16.7M 7.36%
329,116
+22,686
6
$11.7M 5.14%
253,325
-17,875
7
$8.94M 3.94%
184,761
+11,112
8
$5.92M 2.61%
30,423
+227
9
$5.68M 2.5%
109,438
+6,959
10
$5M 2.2%
96,399
+8,081
11
$4.94M 2.17%
13,157
-973
12
$4.76M 2.1%
227,167
+15,461
13
$3.89M 1.71%
60,941
-35
14
$2.69M 1.18%
79,707
+4,576
15
$2.23M 0.98%
24,274
-704
16
$2M 0.88%
32,503
+120
17
$1.95M 0.86%
85,713
-15
18
$1.76M 0.78%
9,068
19
$1.74M 0.77%
13,137
-1,225
20
$1.03M 0.45%
4,976
-476
21
$979K 0.43%
4,402
-176
22
$977K 0.43%
23,175
+1,172
23
$735K 0.32%
10,067
-87
24
$678K 0.3%
13,531
+66
25
$654K 0.29%
21,228
+569
1
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