PRWA
Platte River Wealth Advisors Portfolio holdings
AUM
$373M
This Quarter Return
+7.82%
1 Year Return
+29.72%
3 Year Return
+28.63%
5 Year Return
–
10 Year Return
–
AUM
$190M
AUM Growth
–
Cap. Flow
+$190M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.9%
Holding
124
New
124
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$14M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$11.3M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$7.12M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$6.94M |
| 5 |
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% |
