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
$190M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.3M
3
+$7.12M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.94M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.34%
2 Financials 6.22%
3 Healthcare 5.17%
4 Real Estate 4.55%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$365K 0.19%
+10,783
102
$351K 0.18%
+2,468
103
$318K 0.17%
+2,715
104
$305K 0.16%
+1,777
105
$304K 0.16%
+2,664
106
$293K 0.15%
+1,474
107
$290K 0.15%
+1,540
108
$289K 0.15%
+14,760
109
$286K 0.15%
+2,295
110
$278K 0.15%
+2,000
111
$275K 0.14%
+6,522
112
$272K 0.14%
+2,380
113
$271K 0.14%
+2,000
114
$255K 0.13%
+43,200
115
$250K 0.13%
+1,670
116
$249K 0.13%
+2,634
117
$236K 0.12%
+2,906
118
$226K 0.12%
+618
119
$222K 0.12%
+3,737
120
$221K 0.12%
+1,000
121
$220K 0.12%
+1,520
122
$213K 0.11%
+11,885
123
$207K 0.11%
+9,605
124
$179K 0.09%
+13,875
1 2 3 4
5