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
$17.4K0.01% 689
$15.9K0.01%
+100
New
+$15.9K
$15K0.01% 200
$14.9K0.01% 427
$14.7K0.01% 160
$13.3K0.01% 500
-138
-22%
-$3.68K
$12.2K0.01% 616
$12.2K0.01% 101
$12K0.01% 779
+573
+278%
+$8.84K
$11.9K0.01% 84
$11.5K0.01% 116
$10.5K0.01% 51
$9.63K0.01% 155
$9.54K0.01% 179
$8.8K0.01% 16
$8.5K0.01% 400
$7.57K0.01% 94
-31
-25%
-$2.5K
$6.62K﹤0.01% 51
$6.59K﹤0.01% 198
$6.56K﹤0.01% 145
-41
-22%
-$1.86K
$6K﹤0.01%
+100
New
+$6K
$5.88K﹤0.01%
+300
New
+$5.88K
$5.5K﹤0.01% 15
$4.98K﹤0.01% 70
$4.87K﹤0.01% 132