NRWA
North Ridge Wealth Advisors Portfolio holdings
AUM
$163M
This Quarter Return
-3.83%
1 Year Return
+10.29%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$144M
AUM Growth
+$144M
(-1.8%)
Cap. Flow
+$4.31M
Cap. Flow
% of AUM
2.99%
Top 10 Holdings %
Top 10 Hldgs %
73.76%
Holding
195
New
153
Increased
12
Reduced
21
Closed
–
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 4.48% |
| 2 | Industrials | 1.13% |
| 3 | Financials | 1.03% |
| 4 | Healthcare | 0.93% |
| 5 | Consumer Discretionary | 0.59% |
