PRWA
Platte River Wealth Advisors Portfolio holdings
AUM
$373M
This Quarter Return
-5.63%
1 Year Return
+29.72%
3 Year Return
+28.63%
5 Year Return
–
10 Year Return
–
AUM
$274M
AUM Growth
+$274M
(-6.2%)
Cap. Flow
-$4.08M
Cap. Flow
% of AUM
-1.49%
Top 10 Holdings %
Top 10 Hldgs %
56.79%
Holding
88
New
1
Increased
19
Reduced
33
Closed
5
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$698K |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$660K |
| 3 |
Schwab US REIT ETF
SCHH
|
$597K |
| 4 |
Deere & Co
DE
|
$465K |
| 5 |
iShares Select Dividend ETF
DVY
|
$420K |
Top Sells
| 1 |
Salesforce
CRM
|
$3.41M |
| 2 |
JPMorgan Chase
JPM
|
$1.23M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$499K |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
$428K |
| 5 |
Amazon
AMZN
|
$251K |
Sector Composition
| 1 | Technology | 8.59% |
| 2 | Real Estate | 5.35% |
| 3 | Communication Services | 4.41% |
| 4 | Healthcare | 4.02% |
| 5 | Industrials | 3.2% |
