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
$232M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$2.16M
3
+$1.41M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.19M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.14M

Top Sells

1
+$6.13M
2
+$1.8M
3
+$555K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$366K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$344K

Sector Composition

1 Technology 9.72%
2 Consumer Discretionary 5.22%
3 Communication Services 4.98%
4 Real Estate 4.02%
5 Healthcare 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$301K 0.13%
2,120
77
$296K 0.13%
1,850
78
$288K 0.12%
1,805
+135
79
$274K 0.12%
710
80
$271K 0.12%
+1,800
81
$268K 0.12%
1,520
82
$261K 0.11%
+585
83
$252K 0.11%
3,705
-216
84
$235K 0.1%
+14,952
85
$226K 0.1%
+1,000
86
$201K 0.09%
+3,530
87
– –
-3,771
88
– –
-45,247
89
– –
-1,085
1 2 3
4