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
$190M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.3M
3
+$7.12M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.94M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.34%
2 Financials 6.22%
3 Healthcare 5.17%
4 Real Estate 4.55%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.55%
+13,983
52
$1.02M 0.53%
+1,926
53
$1.01M 0.53%
+7,317
54
$1M 0.53%
+5,130
55
$994K 0.52%
+12,189
56
$982K 0.52%
+29,702
57
$944K 0.5%
+77,925
58
$907K 0.48%
+6,108
59
$900K 0.47%
+5,545
60
$888K 0.47%
+8,576
61
$882K 0.46%
+6,570
62
$877K 0.46%
+9,287
63
$868K 0.46%
+1,472
64
$863K 0.45%
+2,710
65
$860K 0.45%
+9,255
66
$851K 0.45%
+6,205
67
$835K 0.44%
+5,118
68
$833K 0.44%
+4,689
69
$826K 0.43%
+26,255
70
$824K 0.43%
+42,330
71
$803K 0.42%
+3,521
72
$801K 0.42%
+8,685
73
$795K 0.42%
+7,675
74
$787K 0.41%
+25,742
75
$780K 0.41%
+28,103
1 2
3
4 5