PRWA

Platte River Wealth Advisors Portfolio holdings

AUM $373M
1-Year Est. Return 29.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.3M
3
+$7.12M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.94M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.34%
2 Financials 6.22%
3 Healthcare 5.17%
4 Real Estate 4.55%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 1.14%
+17,056
27
$2.1M 1.1%
+9,882
28
$2.06M 1.08%
+35,813
29
$1.82M 0.96%
+14,952
30
$1.74M 0.92%
+7,955
31
$1.68M 0.88%
+26,625
32
$1.67M 0.88%
+8,897
33
$1.48M 0.78%
+3,464
34
$1.44M 0.75%
+5,268
35
$1.42M 0.75%
+24,780
36
$1.31M 0.69%
+28,592
37
$1.31M 0.69%
+25,911
38
$1.3M 0.68%
+5,782
39
$1.28M 0.67%
+7,120
40
$1.2M 0.63%
+12,490
41
$1.16M 0.61%
+12,174
42
$1.13M 0.59%
+7,831
43
$1.1M 0.58%
+3,498
44
$1.09M 0.57%
+6,930
45
$1.09M 0.57%
+26,020
46
$1.09M 0.57%
+49,030
47
$1.08M 0.57%
+4,958
48
$1.07M 0.56%
+5,858
49
$1.06M 0.56%
+14,132
50
$1.06M 0.56%
+7,625
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