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
$194M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$2.46M
3
+$1.84M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.11M
5
BABA icon
Alibaba
BABA
+$966K

Top Sells

1
+$1.83M
2
+$1.41M
3
+$1.21M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$828K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$610K

Sector Composition

1 Technology 9.94%
2 Consumer Discretionary 5.61%
3 Communication Services 4.9%
4 Real Estate 4.38%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$278K 0.14%
1,670
77
$239K 0.12%
+710
78
$237K 0.12%
1,520
79
$227K 0.12%
3,771
-30,319
80
$218K 0.11%
3,921
-3,454
81
$211K 0.11%
2,120
-3,640
82
$201K 0.1%
+8,063
83
– –
-7,793
84
– –
-12,116
85
– –
-6,728
86
– –
-634
87
– –
-472
88
– –
-9,603
1 2 3
4