HNWA

Henrickson Nauta Wealth Advisors Portfolio holdings

AUM $356M
1-Year Est. Return 21.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 3.48%
2 Technology 2.41%
3 Materials 1.6%
4 Healthcare 1.27%
5 Financials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$0 ﹤0.01%
+3
302
$0 ﹤0.01%
+1
303
$0 ﹤0.01%
+3
304
$0 ﹤0.01%
+10
305
$0 ﹤0.01%
+5
306
$0 ﹤0.01%
+7
307
$0 ﹤0.01%
+5
308
$0 ﹤0.01%
+1,000
309
$0 ﹤0.01%
+5