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
-49
Closed
-$11.4K
-21
Closed
-$1.65K
-6
Closed
-$455
-28
Closed
-$3.85K
-21
Closed
-$4.71K
-1,000
Closed
-$28
-301
Closed
-$8.17K