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
$194M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$2.46M
3
+$1.84M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.11M
5
BABA icon
Alibaba
BABA
+$966K

Top Sells

1
+$1.83M
2
+$1.41M
3
+$1.21M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$828K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$610K

Sector Composition

1 Technology 9.94%
2 Consumer Discretionary 5.61%
3 Communication Services 4.9%
4 Real Estate 4.38%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$817K 0.42%
21,390
-3,120
52
$775K 0.4%
5,945
53
$760K 0.39%
4,750
54
$722K 0.37%
4,315
-293
55
$669K 0.34%
18,143
+105
56
$661K 0.34%
5,700
57
$656K 0.34%
3,082
-656
58
$641K 0.33%
5,988
-3,253
59
$639K 0.33%
6,262
-680
60
$630K 0.32%
5,076
-375
61
$585K 0.3%
43,200
62
$503K 0.26%
6,860
-260
63
$469K 0.24%
1,401
+4
64
$436K 0.22%
2,926
65
$418K 0.22%
3,018
66
$405K 0.21%
+2,440
67
$367K 0.19%
1,655
-2,752
68
$367K 0.19%
2,642
+40
69
$350K 0.18%
1,750
70
$345K 0.18%
+7,407
71
$315K 0.16%
887
+15
72
$308K 0.16%
1,850
-260
73
$303K 0.16%
15,855
+2,947
74
$301K 0.16%
1,540
75
$295K 0.15%
1,085
+363
1 2
3
4