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
$351M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$6.37M
3
+$5.28M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.74M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.32M

Top Sells

1
+$2.81M
2
+$1.89M
3
+$917K
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$499K
5
VTV icon
Vanguard Value ETF
VTV
+$485K

Sector Composition

1 Technology 7.07%
2 Healthcare 4.17%
3 Financials 3.73%
4 Communication Services 2.82%
5 Industrials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$903K 0.26%
9,605
52
$888K 0.25%
1,212
53
$872K 0.25%
8,905
-599
54
$843K 0.24%
+550,666
55
$837K 0.24%
41,124
+2,283
56
$791K 0.23%
4,675
-1,465
57
$789K 0.22%
28,132
+19,251
58
$735K 0.21%
1,406
59
$665K 0.19%
2,558
+3
60
$661K 0.19%
801
-336
61
$562K 0.16%
3,821
-1,412
62
$527K 0.15%
26,792
+5,588
63
$521K 0.15%
+12,356
64
$465K 0.13%
2,065
65
$462K 0.13%
1,540
66
$443K 0.13%
5,126
-3,953
67
$438K 0.12%
2,700
-37
68
$434K 0.12%
7,705
+1,075
69
$421K 0.12%
1,555
70
$416K 0.12%
1,490
71
$410K 0.12%
2,580
72
$403K 0.11%
5,756
-1,000
73
$386K 0.11%
3,075
-700
74
$379K 0.11%
+1,035
75
$376K 0.11%
1,520
1 2
3
4