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
$285M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$3.72M
3
+$3.64M
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$1.32M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.28M

Top Sells

1
+$5.25M
2
+$3.44M
3
+$3.41M
4
O icon
Realty Income
O
+$2.78M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$966K

Sector Composition

1 Technology 8.19%
2 Healthcare 4.38%
3 Communication Services 2.74%
4 Financials 2.61%
5 Industrials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,785
102
– –
-610
103
– –
-1,625
1 2 3 4
5