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PRWA
Platte River Wealth Advisors Portfolio holdings
AUM
$373M
1-Year Est. Return
29.72%
This Fund
S&P 500
This Quarter
Est. Return
+7.82%
1 Year Est. Return
+29.72%
3 Year Est. Return
+28.63%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$190M
AUM Growth
–
Cap. Flow
+$184M
Cap. Flow
% of AUM
96.93%
Top 10 Holdings %
Top 10 Hldgs %
35.9%
Holding
124
New
124
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$14.1M |
| 2 |
iShares National Muni Bond ETF
MUB
|
+$11.2M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
+$6.61M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$6.5M |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$5.49M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.34% |
| 2 | Financials | 6.22% |
| 3 | Healthcare | 5.17% |
| 4 | Real Estate | 4.55% |
| 5 | Consumer Discretionary | 4.21% |
Similar funds
HV
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HF
MC
SFA
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Platte River Wealth Advisors's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Platte River Wealth Advisors, which disclosed 124 positions worth $190M. Its ten largest holdings account for 36% of the portfolio.
Its largest position is Vanguard FTSE Emerging Markets ETF: 333,050 shares worth $14M.
By sector, the portfolio is most concentrated in Technology at 8.3% of assets, followed by Financials and Healthcare.
- Platte River Wealth Advisors's largest Q4 2019 buy was Vanguard FTSE Emerging Markets ETF: 333,050 shares worth $14M.
- Platte River Wealth Advisors's ten largest holdings make up 36% of its $190M portfolio in Q4 2019.
- Platte River Wealth Advisors disclosed 124 positions in Q4 2019, its first 13F filing on record.
Based on Platte River Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.