HNWA
Henrickson Nauta Wealth Advisors Portfolio holdings
AUM
$289M
This Quarter Return
-0.68%
1 Year Return
+12.61%
3 Year Return
+48.97%
5 Year Return
–
10 Year Return
–
AUM
$244M
AUM Growth
+$244M
(-0.69%)
Cap. Flow
+$16.3M
Cap. Flow
% of AUM
6.69%
Top 10 Holdings %
Top 10 Hldgs %
75.34%
Holding
84
New
2
Increased
42
Reduced
19
Closed
6
Top Buys
| 1 |
Dimensional International Core Equity 2 ETF
DFIC
|
$4.85M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
$4.27M |
| 3 |
UFP Industries
UFPI
|
$1.7M |
| 4 |
Dimensional International Small Cap Value ETF
DISV
|
$1.59M |
| 5 |
Dimensional US Targeted Value ETF
DFAT
|
$1.07M |
Top Sells
Sector Composition
| 1 | Materials | 10.25% |
| 2 | Industrials | 1.67% |
| 3 | Technology | 1.49% |
| 4 | Financials | 0.65% |
| 5 | Communication Services | 0.63% |
