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
$273M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$452K
3
+$307K
4
IBKR icon
Interactive Brokers
IBKR
+$293K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$279K

Top Sells

1
+$3.4M
2
+$419K
3
+$411K
4
ZBRA icon
Zebra Technologies
ZBRA
+$317K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$293K

Sector Composition

1 Technology 7.87%
2 Healthcare 4.82%
3 Financials 4.14%
4 Communication Services 3.16%
5 Industrials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$931K 0.34%
7,322
+1,132
52
$923K 0.34%
3,054
+25
53
$922K 0.34%
9,641
-539
54
$870K 0.32%
1,198
-15
55
$809K 0.3%
9,864
+674
56
$752K 0.28%
7,605
57
$689K 0.25%
1,219
-43
58
$687K 0.25%
5,653
-170
59
$598K 0.22%
1,398
60
$556K 0.2%
3,847
-400
61
$510K 0.19%
28,709
+2,445
62
$509K 0.19%
3,005
+1,425
63
$475K 0.17%
3,691
-135
64
$471K 0.17%
3,021
-630
65
$469K 0.17%
6,756
66
$452K 0.17%
+7,705
67
$451K 0.17%
10,931
68
$432K 0.16%
25,971
69
$401K 0.15%
2,747
-156
70
$381K 0.14%
3,713
-440
71
$377K 0.14%
1,540
72
$361K 0.13%
1,568
+78
73
$350K 0.13%
2,580
74
$349K 0.13%
1,555
75
$337K 0.12%
1,826
+776
1 2
3
4 5