HNWA

Henrickson Nauta Wealth Advisors Portfolio holdings

AUM $316M
1-Year Est. Return 11.41%
This Quarter Est. Return
1 Year Est. Return
+11.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
-$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Sector Composition

1 Materials 10.25%
2 Industrials 1.67%
3 Technology 1.49%
4 Financials 0.65%
5 Communication Services 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$202K 0.08%
5,974
+57
77
$160K 0.07%
12,382
+317
78
$100K 0.04%
68,700
+9,400
79
-1,117
80
-1,257
81
-1,003
82
-1,683
83
-1,259
84
-4,279