NRWA
North Ridge Wealth Advisors Portfolio holdings
AUM
$163M
1-Year Return
10.29%
This Quarter Return
+5.81%
1 Year Return
+10.29%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$99.9M
AUM Growth
–
Cap. Flow
+$99.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
76.17%
Holding
40
New
40
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.91% |
| 2 | Healthcare | 1.1% |
| 3 | Industrials | 1.02% |
| 4 | Consumer Discretionary | 1% |
| 5 | Financials | 0.56% |
