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
$261M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$6.69M
3
+$4.76M
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$4.62M
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$4.48M

Top Sells

1
+$3.74M
2
+$3.63M
3
+$3.4M
4
AMZN icon
Amazon
AMZN
+$2.5M
5
PLD icon
Prologis
PLD
+$2.25M

Sector Composition

1 Technology 7.35%
2 Healthcare 4.28%
3 Financials 2.74%
4 Communication Services 2.59%
5 Real Estate 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$285K 0.11%
693
-124
77
$284K 0.11%
1,520
78
$279K 0.11%
1,091
-184
79
$263K 0.1%
1,165
80
$252K 0.1%
+11,700
81
$252K 0.1%
+610
82
$251K 0.1%
+12,150
83
$239K 0.09%
1,785
-135
84
$234K 0.09%
2,418
+65
85
$233K 0.09%
1,280
-54
86
$231K 0.09%
19,290
87
$230K 0.09%
5,645
-10,782
88
$221K 0.08%
+1,041
89
$220K 0.08%
+570
90
$201K 0.08%
2,570
-368
91
$172K 0.07%
10,740
92
$105K 0.04%
+14,580
93
– –
-2,800
94
– –
-3,696
95
– –
-31,000
96
– –
-585
97
– –
-19,944
98
– –
-72,093
1 2 3
4