NRWA

North Ridge Wealth Advisors Portfolio holdings

AUM $150M
This Quarter Return
+0.34%
1 Year Return
+2.86%
3 Year Return
5 Year Return
10 Year Return
AUM
$150M
AUM Growth
+$5.22M
Cap. Flow
+$5.29M
Cap. Flow %
3.54%
Top 10 Hldgs %
74.81%
Holding
207
New
12
Increased
22
Reduced
29
Closed
44
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$114K0.08% 440
+436
+10,900%
+$113K
$101K0.07% 227
$101K0.07% 180
$101K0.07% 1,688
$101K0.07%
+400
New
+$101K
$100K0.07% 3,419
$96K0.06% 1,356
$89.9K0.06% 188
$78.3K0.05% 167
+44
+36%
+$20.6K
$75.1K0.05% 375
$73.2K0.05% 700
$72.9K0.05% 2,000
$71.5K0.05% 2,823
$69.8K0.05% 970
-159
-14%
-$11.4K
$67K0.04% 3,187
$66.3K0.04% 500
$60.5K0.04% 144
+139
+2,780%
+$58.4K
$56.6K0.04% 2,000
$55.3K0.04% 500
$54.6K0.04% 900
$53.8K0.04% 200
$51.8K0.03% 247
$46K0.03% 150
$45.4K0.03% 3,644
$45.3K0.03% 668