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
$261M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$6.69M
3
+$4.76M
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$4.62M
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$4.48M

Top Sells

1
+$3.74M
2
+$3.63M
3
+$3.4M
4
AMZN icon
Amazon
AMZN
+$2.5M
5
PLD icon
Prologis
PLD
+$2.25M

Sector Composition

1 Technology 7.35%
2 Healthcare 4.28%
3 Financials 2.74%
4 Communication Services 2.59%
5 Real Estate 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.78M 1.07%
43,924
+1,729
27
$2.76M 1.06%
26,002
-7,050
28
$2.7M 1.04%
5,720
-169
29
$2.67M 1.03%
20,517
+300
30
$2.17M 0.83%
43,340
-10,735
31
$2.04M 0.78%
19,838
-7,190
32
$1.87M 0.72%
3,245
-170
33
$1.74M 0.67%
24,341
-13,485
34
$1.64M 0.63%
45,572
35
$1.37M 0.52%
6,794
+40
36
$1.28M 0.49%
23,050
-1,480
37
$1.27M 0.49%
18,099
38
$1.25M 0.48%
10,180
39
$1.14M 0.44%
53,679
-2,706
40
$1.14M 0.44%
1,710
-30
41
$1.07M 0.41%
4,355
-60
42
$1.07M 0.41%
3,453
+80
43
$1.04M 0.4%
37,764
+5,080
44
$1.03M 0.4%
6,012
-335
45
$1.03M 0.39%
19,653
46
$1.01M 0.39%
13,693
-4,823
47
$1.01M 0.39%
20,105
48
$966K 0.37%
5,928
49
$966K 0.37%
49,518
-9,532
50
$918K 0.35%
1,273
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