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
$42.6K0.03% 4,250
$42.2K0.03% 288
-62
-18%
-$9.09K
$40.6K0.03% 245
-75
-23%
-$12.4K
$37.1K0.02% 191
-240
-56%
-$46.6K
$35.8K0.02% 400
$34.9K0.02% 400
$33.5K0.02% 800
$32.3K0.02% 530
$31.9K0.02% 427
$31.5K0.02% 322
$29.7K0.02% 1,191
$28.8K0.02% 248
$28.7K0.02% 205
$28.4K0.02% 93
$28.2K0.02% 483
$27.7K0.02% 1,220
-429
-26%
-$9.74K
$26.9K0.02% 427
$26.6K0.02% 325
$26.4K0.02%
+200
New
+$26.4K
$23.9K0.02% 36
$23.6K0.02% 25
-25
-50%
-$23.6K
$22.7K0.02% 500
$22.5K0.01% 1,000
-3,584
-78%
-$80.6K
$21.9K0.01% 405
-26
-6%
-$1.4K
$17.7K0.01% 640
+363
+131%
+$10.1K