PRWA
Platte River Wealth Advisors Portfolio holdings
AUM
$373M
This Quarter Return
+20.16%
1 Year Return
+29.72%
3 Year Return
+28.63%
5 Year Return
–
10 Year Return
–
AUM
$181M
AUM Growth
–
Cap. Flow
+$181M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.6%
Holding
84
New
84
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$11.4M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$9.42M |
| 3 |
Vanguard Value ETF
VTV
|
$9.19M |
| 4 |
Vanguard Growth ETF
VUG
|
$8.14M |
| 5 |
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% |
