PRWA

Platte River Wealth Advisors Portfolio holdings

AUM $373M
1-Year Est. Return 29.72%
This Quarter Est. Return
1 Year Est. Return
+29.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.3M
3
+$7.12M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.94M
5
IWP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14M 7.36%
+333,050
2
$11.3M 5.96%
+97,963
3
$7.12M 3.74%
+39,550
4
$6.94M 3.65%
+140,224
5
$5.76M 3.03%
+74,846
6
$5.34M 2.81%
+69,048
7
$4.6M 2.42%
+49,514
8
$4.48M 2.36%
+33,556
9
$4.37M 2.3%
+109,065
10
$4.34M 2.28%
+48,514
11
$3.81M 2%
+22,356
12
$3.72M 1.95%
+45,440
13
$3.27M 1.72%
+55,696
14
$3.26M 1.71%
+76,206
15
$3.01M 1.58%
+37,418
16
$2.94M 1.55%
+175,590
17
$2.91M 1.53%
+40,560
18
$2.84M 1.49%
+24,315
19
$2.78M 1.46%
+27,720
20
$2.75M 1.45%
+26,499
21
$2.5M 1.32%
+47,069
22
$2.43M 1.28%
+25,829
23
$2.33M 1.23%
+77,401
24
$2.21M 1.16%
+16,677
25
$2.18M 1.15%
+10,795
1
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