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
$274M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$689K
2
+$652K
3
+$429K
4
DVY icon
iShares Select Dividend ETF
DVY
+$409K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$408K

Top Sells

1
+$3.41M
2
+$1.33M
3
+$515K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$428K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$252K

Sector Composition

1 Technology 8.59%
2 Real Estate 5.35%
3 Communication Services 4.41%
4 Healthcare 4.02%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$284K 0.1%
10,740
77
$274K 0.1%
1,235
78
$271K 0.1%
388
79
$260K 0.09%
3,930
+400
80
$240K 0.09%
1,000
81
$228K 0.08%
1,801
-159
82
$214K 0.08%
1,280
83
$171K 0.06%
27,525
+5,525
84
– –
-1,070
85
– –
-14,525
86
– –
-972
87
– –
-11,032
88
– –
-2,890
1 2 3
4