NRW
Nova R Wealth Portfolio holdings
AUM
$215M
This Quarter Return
+7.88%
1 Year Return
+13.39%
3 Year Return
+51.49%
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
62.37%
Holding
76
New
76
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
BlackRock Health Sciences Trust
BME
|
$25.6M |
| 2 |
Intuitive Surgical
ISRG
|
$12.4M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$9.48M |
| 4 |
Apple
AAPL
|
$6.71M |
| 5 |
iShares US Equity Factor ETF
LRGF
|
$5.54M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 14.82% |
| 2 | Healthcare | 14.2% |
| 3 | Consumer Discretionary | 6.43% |
| 4 | Financials | 5.01% |
| 5 | Consumer Staples | 1.52% |