PRWA
Platte River Wealth Advisors Portfolio holdings
AUM
$373M
This Quarter Return
-2.93%
1 Year Return
+29.72%
3 Year Return
+28.63%
5 Year Return
–
10 Year Return
–
AUM
$273M
AUM Growth
+$273M
(-4.2%)
Cap. Flow
-$3.26M
Cap. Flow
% of AUM
-1.19%
Top 10 Holdings %
Top 10 Hldgs %
51.18%
Holding
102
New
7
Increased
37
Reduced
26
Closed
5
Top Buys
| 1 |
Globe Life
GL
|
$3.37M |
| 2 |
Fortinet
FTNT
|
$452K |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$307K |
| 4 |
Interactive Brokers
IBKR
|
$293K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$279K |
Top Sells
Sector Composition
| 1 | Technology | 7.87% |
| 2 | Healthcare | 4.82% |
| 3 | Financials | 4.14% |
| 4 | Communication Services | 3.16% |
| 5 | Industrials | 1.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Zebra Technologies
ZBRA
$15.7B
| – | – |
-1,070
| Closed | -$317K |
|