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
$261M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$6.69M
3
+$4.76M
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$4.62M
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$4.48M

Top Sells

1
+$3.74M
2
+$3.63M
3
+$3.4M
4
AMZN icon
Amazon
AMZN
+$2.5M
5
PLD icon
Prologis
PLD
+$2.25M

Sector Composition

1 Technology 7.35%
2 Healthcare 4.28%
3 Financials 2.74%
4 Communication Services 2.59%
5 Real Estate 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$887K 0.34%
31,950
-3,000
52
$842K 0.32%
2,854
53
$729K 0.28%
4,380
-1,991
54
$697K 0.27%
9,230
55
$687K 0.26%
6,625
56
$621K 0.24%
6,015
-24,183
57
$610K 0.23%
4,041
-1,534
58
$572K 0.22%
1,398
-3
59
$515K 0.2%
1,037
60
$512K 0.2%
3,301
+266
61
$472K 0.18%
4,383
62
$458K 0.18%
2,243
63
$445K 0.17%
10,931
64
$432K 0.17%
2,903
65
$401K 0.15%
5,756
-350
66
$363K 0.14%
1,540
67
$358K 0.14%
3,573
-785
68
$357K 0.14%
2,725
69
$356K 0.14%
1,835
70
$354K 0.14%
2,580
71
$353K 0.14%
1,555
72
$339K 0.13%
3,863
-67
73
$325K 0.12%
1,625
74
$319K 0.12%
388
75
$316K 0.12%
3,105
1 2
3
4