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
$292M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.98M
3
+$1.54M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.34M
5
O icon
Realty Income
O
+$1.2M

Top Sells

1
+$6.27M
2
+$1.61M
3
+$1.45M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$538K
5
BIV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$976K 0.33%
1,273
+10
52
$959K 0.33%
6,860
53
$935K 0.32%
21,550
-330
54
$852K 0.29%
4,083
-527
55
$820K 0.28%
5,196
56
$815K 0.28%
7,183
+230
57
$785K 0.27%
7,410
+1,010
58
$730K 0.25%
2,925
-73
59
$658K 0.23%
1,401
60
$620K 0.21%
+4,665
61
$604K 0.21%
5,142
-310
62
$576K 0.2%
1,104
63
$565K 0.19%
2,169
64
$545K 0.19%
1,955
65
$522K 0.18%
3,048
+136
66
$430K 0.15%
2,580
67
$428K 0.15%
11,032
-61
68
$422K 0.14%
1,540
69
$420K 0.14%
6,241
70
$398K 0.14%
2,120
+60
71
$388K 0.13%
1,835
-165
72
$385K 0.13%
2,428
-163
73
$330K 0.11%
1,520
74
$327K 0.11%
693
75
$320K 0.11%
17,232
+1,860
1 2
3
4