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
$274M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$660K
3
+$465K
4
DVY icon
iShares Select Dividend ETF
DVY
+$420K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$415K

Top Sells

1
+$3.41M
2
+$1.23M
3
+$499K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$428K
5
AMZN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$903K 0.33%
3,015
52
$890K 0.32%
20,105
-1,445
53
$822K 0.3%
4,083
54
$645K 0.24%
4,706
-490
55
$636K 0.23%
1,104
56
$633K 0.23%
1,401
57
$602K 0.22%
5,578
-1,605
58
$601K 0.22%
6,880
-530
59
$549K 0.2%
2,715
-210
60
$545K 0.2%
2,169
61
$540K 0.2%
3,048
62
$477K 0.17%
3,665
-1,000
63
$465K 0.17%
+1,120
64
$447K 0.16%
4,447
-695
65
$416K 0.15%
2,580
66
$404K 0.15%
1,540
67
$398K 0.15%
1,555
-400
68
$394K 0.14%
1,835
69
$391K 0.14%
2,120
70
$383K 0.14%
6,106
-135
71
$371K 0.14%
2,428
72
$317K 0.12%
1,520
73
$314K 0.11%
693
74
$297K 0.11%
16,710
-522
75
$287K 0.1%
585
1 2
3
4