PRWA

Platte River Wealth Advisors Portfolio holdings

AUM $373M
1-Year Est. Return 29.72%
This Quarter Est. Return
1 Year Est. Return
+29.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.42M
3
+$9.19M
4
VUG icon
Vanguard Growth ETF
VUG
+$8.13M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$7.95M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.71%
2 Healthcare 5.2%
3 Consumer Discretionary 5%
4 Communication Services 4.85%
5 Real Estate 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$296K 0.16%
+472
77
$291K 0.16%
+1,670
78
$285K 0.16%
+1,540
79
$272K 0.15%
+872
80
$247K 0.14%
+12,908
81
$243K 0.13%
+2,110
82
$223K 0.12%
+1,520
83
$210K 0.12%
+722
84
$208K 0.11%
+634
1 2 3
4