PRWA
Platte River Wealth Advisors Portfolio holdings
AUM
$373M
This Quarter Return
+11.81%
1 Year Return
+29.72%
3 Year Return
+28.63%
5 Year Return
–
10 Year Return
–
AUM
$292M
AUM Growth
+$292M
(+8.1%)
Cap. Flow
-$838K
Cap. Flow
% of AUM
-0.29%
Top 10 Holdings %
Top 10 Hldgs %
54.4%
Holding
92
New
5
Increased
21
Reduced
37
Closed
5
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$3.33M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$1.98M |
| 3 |
Simon Property Group
SPG
|
$1.54M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$1.34M |
| 5 |
Realty Income
O
|
$1.26M |
Top Sells
| 1 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$6.27M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.61M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$1.45M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$538K |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$511K |
Sector Composition
| 1 | Technology | 9.56% |
| 2 | Real Estate | 5.11% |
| 3 | Communication Services | 4.81% |
| 4 | Healthcare | 3.76% |
| 5 | Financials | 3.61% |
