PRWA

Platte River Wealth Advisors Portfolio holdings

AUM $373M
1-Year Est. Return 29.72%
This Quarter Est. Return
1 Year Est. Return
+29.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.42M
3
+$9.19M
4
VUG icon
Vanguard Growth ETF
VUG
+$8.13M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$7.95M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.71%
2 Healthcare 5.2%
3 Consumer Discretionary 5%
4 Communication Services 4.85%
5 Real Estate 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$889K 0.49%
+9,241
52
$872K 0.48%
+24,510
53
$840K 0.46%
+29,911
54
$828K 0.46%
+12,116
55
$810K 0.45%
+3,244
56
$798K 0.44%
+5,945
57
$783K 0.43%
+4,750
58
$764K 0.42%
+4,608
59
$683K 0.38%
+3,738
60
$661K 0.36%
+5,700
61
$656K 0.36%
+18,038
62
$624K 0.34%
+5,451
63
$617K 0.34%
+6,942
64
$574K 0.32%
+6,728
65
$557K 0.31%
+5,760
66
$546K 0.3%
+2,053
67
$534K 0.29%
+7,120
68
$506K 0.28%
+7,793
69
$443K 0.24%
+1,397
70
$425K 0.23%
+43,200
71
$418K 0.23%
+2,926
72
$402K 0.22%
+3,018
73
$388K 0.21%
+7,375
74
$346K 0.19%
+1,750
75
$316K 0.17%
+2,602
1 2
3
4