NRW

Nova R Wealth Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$25M
2 +$11.9M
3 +$9.16M
4
AAPL icon
Apple
AAPL
+$5.97M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$5.33M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$10K 0.01%
+500