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
$273M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$3.46M
2 +$510K
3 +$317K
4
IBKR icon
Interactive Brokers
IBKR
+$301K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$290K

Top Sells

1 +$3.39M
2 +$422K
3 +$411K
4
ZBRA icon
Zebra Technologies
ZBRA
+$317K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$302K

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 Change
in Stake
Capital Flow
101
-1,070