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
$274M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$660K
3
+$465K
4
DVY icon
iShares Select Dividend ETF
DVY
+$420K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$415K

Top Sells

1
+$3.41M
2
+$1.23M
3
+$499K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$428K
5
AMZN icon
Amazon
AMZN
+$251K

Sector Composition

1 Technology 8.59%
2 Real Estate 5.35%
3 Communication Services 4.41%
4 Healthcare 4.02%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 0.88%
45,572
27
$2.27M 0.83%
42,315
-30
28
$2.11M 0.77%
3,570
-76
29
$1.95M 0.71%
12,075
-458
30
$1.9M 0.69%
13,961
-8,993
31
$1.84M 0.67%
6,754
-25
32
$1.76M 0.64%
64,450
-3,700
33
$1.74M 0.64%
82,495
+477
34
$1.47M 0.54%
10,925
-675
35
$1.43M 0.52%
10,829
+1,317
36
$1.41M 0.52%
18,099
37
$1.39M 0.51%
3,945
+300
38
$1.36M 0.5%
53,325
+350
39
$1.35M 0.49%
1,770
-105
40
$1.22M 0.44%
5,928
41
$1.21M 0.44%
4,435
-170
42
$1.2M 0.44%
6,371
43
$1.19M 0.44%
47,938
44
$1.18M 0.43%
5,650
45
$1.12M 0.41%
35,362
+1,144
46
$1.1M 0.4%
19,653
47
$991K 0.36%
17,076
-500
48
$963K 0.35%
6,347
49
$954K 0.35%
6,860
50
$944K 0.34%
1,273
1
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