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
$194M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$2.46M
3
+$1.84M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.11M
5
BABA icon
Alibaba
BABA
+$966K

Top Sells

1
+$1.83M
2
+$1.41M
3
+$1.21M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$828K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$610K

Sector Composition

1 Technology 9.94%
2 Consumer Discretionary 5.61%
3 Communication Services 4.9%
4 Real Estate 4.38%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 0.97%
42,892
-5,840
27
$1.69M 0.87%
47,070
+1
28
$1.69M 0.87%
5,407
29
$1.57M 0.81%
42,340
-1,275
30
$1.51M 0.78%
3,428
+25
31
$1.44M 0.74%
11,495
32
$1.36M 0.7%
23,676
33
$1.33M 0.69%
13,233
-118
34
$1.3M 0.67%
6,618
35
$1.26M 0.65%
8,485
+1,105
36
$1.15M 0.59%
14,131
+456
37
$1.14M 0.59%
40,758
+10,847
38
$1.12M 0.58%
63,667
+1,663
39
$1.07M 0.55%
6,460
40
$1.06M 0.55%
18,432
-60
41
$1.04M 0.54%
1,845
+10
42
$1.04M 0.54%
4,765
-40
43
$997K 0.51%
25,301
-1,255
44
$962K 0.5%
6,538
-1,136
45
$946K 0.49%
1,244
46
$945K 0.49%
3,911
+1,858
47
$906K 0.47%
20,960
-3,111
48
$890K 0.46%
50,338
-5,320
49
$884K 0.46%
9,184
-12,525
50
$833K 0.43%
2,999
-245
1
2
3 4