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
$285M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$3.72M
3
+$3.64M
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$1.32M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.28M

Top Sells

1
+$5.25M
2
+$3.44M
3
+$3.41M
4
O icon
Realty Income
O
+$2.78M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$966K

Sector Composition

1 Technology 8.19%
2 Healthcare 4.38%
3 Communication Services 2.74%
4 Financials 2.61%
5 Industrials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.3M 14.11%
283,311
-5,469
2
$24.9M 8.74%
353,774
+10,554
3
$13.3M 4.65%
82,385
+7,928
4
$12M 4.19%
61,710
+42
5
$10.9M 3.81%
39,518
-465
6
$10.8M 3.79%
38,260
-100
7
$9.26M 3.25%
25,068
+196
8
$8.48M 2.97%
38,511
+875
9
$8.02M 2.81%
23,563
+261
10
$7.24M 2.54%
308,380
+6,207
11
$6.95M 2.44%
296,132
+15,099
12
$6.92M 2.43%
326,432
+314,732
13
$6.91M 2.42%
283,420
+12,897
14
$6.66M 2.33%
42,202
-2,380
15
$6.54M 2.29%
54,091
+1,319
16
$6.24M 2.19%
253,452
-9,683
17
$5.93M 2.08%
241,985
+51,185
18
$5.85M 2.05%
260,382
+58,662
19
$5.52M 1.94%
73,410
+6,437
20
$4.16M 1.46%
8,880
-375
21
$4.09M 1.43%
42,316
22
$3.88M 1.36%
191,626
+179,476
23
$3.72M 1.3%
+150,980
24
$3.49M 1.22%
30,768
-4,310
25
$3M 1.05%
59,727
+2,237
1
2 3 4 5