NRW
Nova R Wealth Portfolio holdings
AUM
$215M
1-Year Est. Return
13.39%
1 Year Est. Return
+13.39%
AUM
$202M
AUM Growth
+$3.54M
(+1.8%)
Holding
83
Top Buys
| 1 | +$5.24M | |
| 2 | +$3.69M | |
| 3 | +$455K | |
| 4 |
Evergy
EVRG
|
+$214K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$177K |
Top Sells
| 1 | +$2.91M | |
| 2 | +$346K | |
| 3 | +$271K | |
| 4 |
BlackRock Health Sciences Trust
BME
|
+$247K |
| 5 |
Avantis All Equity Markets ETF
AVGE
|
+$220K |
Sector Composition
| 1 | Technology | 9.65% |
| 2 | Healthcare | 7.62% |
| 3 | Financials | 4.26% |
| 4 | Consumer Discretionary | 2.54% |
| 5 | Consumer Staples | 1.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Zoetis
ZTS
$63.8B
| $226K | 0.11% |
1,372
+1
|
|
||
|
77
Evergy
EVRG
$17.9B
| $214K | 0.11% |
+3,103
|
|
||
78
Caterpillar
CAT
$247B
| – | – |
-582
|
|
||
79
Dimensional US Targeted Value ETF
DFAT
$11.3B
| – | – |
-3,872
|
|
||
80
Rigetti Computing
RGTI
$15B
| – | – |
-10,000
|
|
||
81
Constellation Brands
STZ
$24.6B
| – | – |
-1,567
|
|
||
82
Tesla
TSLA
$1.46T
| – | – |
-538
|
|
||
83
Vanguard S&P 500 ETF
VOO
$757B
| – | – |
-372
|
|