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
$181M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.42M
3
+$9.19M
4
VUG icon
Vanguard Growth ETF
VUG
+$8.13M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$7.95M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.71%
2 Healthcare 5.2%
3 Consumer Discretionary 5%
4 Communication Services 4.85%
5 Real Estate 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.4M 6.31%
+99,113
2
$9.42M 5.19%
+175,400
3
$9.19M 5.06%
+90,961
4
$8.13M 4.49%
+38,762
5
$7.95M 4.38%
+220,707
6
$7.91M 4.36%
+39,602
7
$7.22M 3.98%
+77,288
8
$7.21M 3.98%
+43,193
9
$6.47M 3.57%
+25,055
10
$5.89M 3.25%
+63,146
11
$5.52M 3.04%
+67,902
12
$5.51M 3.04%
+26,130
13
$4.77M 2.63%
+43,490
14
$4.67M 2.57%
+30,540
15
$3.99M 2.2%
+34,939
16
$3.56M 1.96%
+47,540
17
$3.27M 1.8%
+13,617
18
$3.24M 1.79%
+40,455
19
$3.15M 1.74%
+55,576
20
$2.79M 1.54%
+36,078
21
$2.3M 1.27%
+34,452
22
$2.16M 1.19%
+10,919
23
$2.1M 1.16%
+48,732
24
$2.06M 1.14%
+21,709
25
$2.05M 1.13%
+34,090
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