PRWA

Platte River Wealth Advisors Portfolio holdings

AUM $373M
1-Year Est. Return 29.72%
This Quarter Est. Return
1 Year Est. Return
+29.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.42M
3
+$9.19M
4
VUG icon
Vanguard Growth ETF
VUG
+$8.13M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$7.95M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.71%
2 Healthcare 5.2%
3 Consumer Discretionary 5%
4 Communication Services 4.85%
5 Real Estate 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 1.13%
+8,514
27
$1.9M 1.05%
+5,244
28
$1.85M 1.02%
+13,242
29
$1.73M 0.96%
+47,069
30
$1.64M 0.9%
+5,407
31
$1.56M 0.86%
+43,615
32
$1.41M 0.78%
+9,603
33
$1.3M 0.72%
+3,403
34
$1.28M 0.7%
+13,351
35
$1.23M 0.68%
+26,556
36
$1.23M 0.68%
+7,380
37
$1.22M 0.67%
+23,676
38
$1.18M 0.65%
+62,004
39
$1.15M 0.63%
+11,495
40
$1.14M 0.63%
+6,618
41
$1.11M 0.61%
+13,675
42
$1.05M 0.58%
+7,674
43
$1.03M 0.57%
+24,071
44
$1.02M 0.56%
+1,835
45
$1.01M 0.56%
+18,492
46
$1M 0.55%
+55,658
47
$923K 0.51%
+4,805
48
$921K 0.51%
+4,407
49
$899K 0.5%
+1,244
50
$895K 0.49%
+6,460
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