NWM
Nova Wealth Management Portfolio holdings
AUM $115M
AUM
$115M
AUM Growth
–
Cap. Flow
+$115M
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
36.8%
Holding
399
New
388
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $13.7M | |
| 2 | $5.44M | |
| 3 | $4.46M | |
| 4 | $3.42M | |
| 5 | $3.37M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.1% |
| 2 | Financials | 2.42% |
| 3 | Consumer Discretionary | 2.13% |
| 4 | Communication Services | 1.29% |
| 5 | Industrials | 1.07% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $22.7K | 0.02% | 357 | New | +$22.7K | |||
| $22.6K | 0.02% | 519 | New | +$22.6K | |||
| $22.5K | 0.02% | 197 | New | +$22.5K | |||
| $22.2K | 0.02% | 379 | New | +$22.2K | |||
| $22.1K | 0.02% | 350 | New | +$22.1K | |||
| $21.9K | 0.02% | 112 | New | +$21.9K | |||
| $21.3K | 0.02% | 215 | New | +$21.3K | |||
| $21.3K | 0.02% | 100 | New | +$21.3K | |||
| $20.3K | 0.02% | 35 | New | +$20.3K | |||
| $20.3K | 0.02% | 140 | New | +$20.3K | |||
| $20K | 0.02% | 500 | New | +$20K | |||
| $19.4K | 0.02% | 525 | New | +$19.4K | |||
| $18.4K | 0.02% | 305 | New | +$18.4K | |||
| $17.8K | 0.02% | 115 | New | +$17.8K | |||
| $17.6K | 0.02% | 292 | New | +$17.6K | |||
| $16.8K | 0.01% | 251 | New | +$16.8K | |||
| $16.4K | 0.01% | 23 | New | +$16.4K | |||
| $15.7K | 0.01% | 175 | New | +$15.7K | |||
| $15.2K | 0.01% | 65 | New | +$15.2K | |||
| $15.2K | 0.01% | 153 | New | +$15.2K | |||
| $15.2K | 0.01% | 37 | New | +$15.2K | |||
| $15.2K | 0.01% | 72 | New | +$15.2K | |||
| $14.4K | 0.01% | 160 | New | +$14.4K | |||
| $13.5K | 0.01% | 494 | New | +$13.5K | |||
| $13.4K | 0.01% | 54 | New | +$13.4K |
