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
$120M
AUM Growth
-$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$459K
3
+$202K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$175K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$74.2K

Top Sells

1
+$227K
2
+$211K
3
+$202K
4
PYPL icon
PayPal
PYPL
+$201K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$190K

Sector Composition

1 Materials 4.15%
2 Industrials 2.71%
3 Technology 2.15%
4 Healthcare 0.89%
5 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
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