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
$351M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$6.37M
3
+$5.28M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.74M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.32M

Top Sells

1
+$2.81M
2
+$1.89M
3
+$917K
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$499K
5
VTV icon
Vanguard Value ETF
VTV
+$485K

Sector Composition

1 Technology 7.07%
2 Healthcare 4.17%
3 Financials 3.73%
4 Communication Services 2.82%
5 Industrials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.79M 1.08%
62,440
+4,360
27
$3.2M 0.91%
27,470
-1,488
28
$3.18M 0.91%
25,367
-635
29
$2.94M 0.84%
23,862
-3,680
30
$2.71M 0.77%
5,476
-519
31
$2.25M 0.64%
19,060
-735
32
$2.25M 0.64%
24,950
-4,050
33
$2.1M 0.6%
22,971
-1,370
34
$2.04M 0.58%
45,610
-36
35
$1.95M 0.56%
3,355
-5
36
$1.9M 0.54%
37,976
-465
37
$1.86M 0.53%
5,960
38
$1.86M 0.53%
25,385
+2,335
39
$1.78M 0.51%
3,386
40
$1.66M 0.47%
6,754
41
$1.45M 0.41%
3,453
42
$1.43M 0.41%
12,968
+134
43
$1.39M 0.4%
16,529
-1,205
44
$1.38M 0.39%
20,105
45
$1.35M 0.38%
1,620
46
$1.34M 0.38%
7,450
+70
47
$1.16M 0.33%
3,019
-10
48
$999K 0.28%
20,026
-3,464
49
$979K 0.28%
6,487
-131
50
$958K 0.27%
9,204
-50
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