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
$302M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$2.54M
3
+$2.45M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.56M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.28M

Top Sells

1
+$14.9M
2
+$1.39M
3
+$1.3M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$1.11M
5
BND icon
Vanguard Total Bond Market
BND
+$861K

Sector Composition

1 Technology 8.19%
2 Healthcare 4.48%
3 Financials 4.15%
4 Communication Services 3.04%
5 Industrials 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-10,740
102
– –
-3,951
103
– –
-1,430
104
– –
-14,580
1 2 3 4
5