NRWA
North Ridge Wealth Advisors Portfolio holdings
AUM
$163M
This Quarter Return
+0.34%
1 Year Return
+10.29%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
+$150M
(+3.6%)
Cap. Flow
+$5.29M
Cap. Flow
% of AUM
3.54%
Top 10 Holdings %
Top 10 Hldgs %
74.81%
Holding
207
New
12
Increased
22
Reduced
29
Closed
44
Top Buys
Top Sells
| 1 |
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
|
$146K |
| 2 |
Union Pacific
UNP
|
$144K |
| 3 |
Teradata
TDC
|
$80.6K |
| 4 |
Tesla
TSLA
|
$74.4K |
| 5 |
UnitedHealth
UNH
|
$58.1K |
Sector Composition
| 1 | Technology | 3.77% |
| 2 | Financials | 1% |
| 3 | Industrials | 0.94% |
| 4 | Healthcare | 0.88% |
| 5 | Consumer Discretionary | 0.41% |
