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
$190M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.3M
3
+$7.12M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.94M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.34%
2 Financials 6.22%
3 Healthcare 5.17%
4 Real Estate 4.55%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$773K 0.41%
+731
77
$763K 0.4%
+25,000
78
$761K 0.4%
+6,872
79
$761K 0.4%
+7,424
80
$758K 0.4%
+11,605
81
$756K 0.4%
+10,588
82
$755K 0.4%
+20,805
83
$749K 0.39%
+12,673
84
$736K 0.39%
+402
85
$696K 0.37%
+6,453
86
$662K 0.35%
+12,665
87
$655K 0.34%
+9,663
88
$651K 0.34%
+16,751
89
$641K 0.34%
+3,988
90
$621K 0.33%
+9,204
91
$602K 0.32%
+2,597
92
$564K 0.3%
+9,553
93
$545K 0.29%
+42,564
94
$489K 0.26%
+6,820
95
$477K 0.25%
+2,970
96
$465K 0.24%
+1,446
97
$436K 0.23%
+5,469
98
$416K 0.22%
+2,794
99
$413K 0.22%
+4,825
100
$389K 0.2%
+1,882
1 2 3
4
5