PRWA
Platte River Wealth Advisors Portfolio holdings
AUM
$373M
This Quarter Return
+7.52%
1 Year Return
+29.72%
3 Year Return
+28.63%
5 Year Return
–
10 Year Return
–
AUM
$351M
AUM Growth
+$351M
(+16%)
Cap. Flow
+$30.9M
Cap. Flow
% of AUM
8.82%
Top 10 Holdings %
Top 10 Hldgs %
53.81%
Holding
99
New
4
Increased
28
Reduced
39
Closed
8
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$8.83M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$6.37M |
| 3 |
JPMorgan Municipal ETF
JMUB
|
$5.28M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$3.74M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.09M |
Top Sells
Sector Composition
| 1 | Technology | 7.07% |
| 2 | Healthcare | 4.17% |
| 3 | Financials | 3.73% |
| 4 | Communication Services | 2.82% |
| 5 | Industrials | 1.19% |
