PRWA
Platte River Wealth Advisors Portfolio holdings
AUM
$373M
This Quarter Return
+7.21%
1 Year Return
+29.72%
3 Year Return
+28.63%
5 Year Return
–
10 Year Return
–
AUM
$237M
AUM Growth
+$237M
(+5.8%)
Cap. Flow
-$1.15M
Cap. Flow
% of AUM
-0.49%
Top 10 Holdings %
Top 10 Hldgs %
55.96%
Holding
90
New
5
Increased
19
Reduced
27
Closed
3
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$1.92M |
| 2 |
Vanguard Value ETF
VTV
|
$1.82M |
| 3 |
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
|
$1.72M |
| 4 |
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
|
$1.72M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$931K |
Top Sells
| 1 |
Builders FirstSource
BLDR
|
$3.98M |
| 2 |
Vanguard Growth ETF
VUG
|
$1.5M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$1.04M |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$983K |
| 5 |
DRE
Duke Realty Corp.
DRE
|
$819K |
Sector Composition
| 1 | Technology | 6.93% |
| 2 | Healthcare | 5.35% |
| 3 | Financials | 4.85% |
| 4 | Real Estate | 3.79% |
| 5 | Communication Services | 2.38% |
