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
$261M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$6.69M
3
+$4.76M
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$4.62M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$4.48M

Top Sells

1
+$3.74M
2
+$3.63M
3
+$3.4M
4
AMZN icon
Amazon
AMZN
+$2.5M
5
PLD icon
Prologis
PLD
+$2.25M

Sector Composition

1 Technology 7.35%
2 Healthcare 4.28%
3 Financials 2.74%
4 Communication Services 2.59%
5 Real Estate 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.9M 15.3%
288,780
-24,603
2
$21.9M 8.41%
343,220
-1,037
3
$11.3M 4.34%
74,457
+1,167
4
$10.2M 3.9%
61,668
-4,097
5
$9.77M 3.75%
39,983
-63
6
$9.57M 3.67%
38,360
-2,845
7
$7.98M 3.06%
24,872
-3,926
8
$7.94M 3.05%
37,636
-17,187
9
$7.17M 2.75%
+302,173
10
$6.79M 2.6%
44,582
-820
11
$6.72M 2.58%
23,302
-1,821
12
$6.69M 2.57%
+281,033
13
$6.64M 2.55%
270,523
+182,527
14
$6.47M 2.48%
263,135
+175,355
15
$5.49M 2.11%
52,772
+235
16
$5.25M 2.02%
211,700
+141,938
17
$5.14M 1.97%
66,973
+5,041
18
$4.76M 1.83%
+190,800
19
$4.67M 1.79%
56,212
-6,945
20
$4.62M 1.77%
+201,720
21
$4.11M 1.58%
35,078
-2,363
22
$3.85M 1.48%
42,316
-15,030
23
$3.41M 1.31%
+31,000
24
$3.18M 1.22%
9,255
-150
25
$2.91M 1.12%
57,490
-9,730
1
2 3 4