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
$224M
AUM Growth
-$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.12M
3
+$2.1M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.04M
5
VUG icon
Vanguard Growth ETF
VUG
+$883K

Top Sells

1
+$2.52M
2
+$994K
3
+$826K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$570K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$455K

Sector Composition

1 Technology 7.53%
2 Healthcare 5.08%
3 Financials 4.34%
4 Real Estate 3.89%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$272K 0.12%
+2,980
77
$267K 0.12%
388
78
$250K 0.11%
27,525
79
$249K 0.11%
693
80
$247K 0.11%
1,520
81
$235K 0.11%
585
82
$219K 0.1%
1,235
83
$209K 0.09%
1,280
84
$205K 0.09%
2,353
85
$180K 0.08%
10,740
86
– –
-1,405
87
– –
-15,651
88
– –
-16,710
1 2 3
4