NWM

Nova Wealth Management Portfolio holdings

AUM $136M
This Quarter Return
+2.55%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$115M
AUM Growth
Cap. Flow
+$115M
Cap. Flow %
100%
Top 10 Hldgs %
36.8%
Holding
399
New
388
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.09%
2 Financials 2.42%
3 Consumer Discretionary 2.13%
4 Communication Services 1.3%
5 Industrials 1.07%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CIBR icon
226
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.4B
$22.7K 0.02%
+357
New +$22.7K
IHDG icon
227
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.3B
$22.6K 0.02%
+519
New +$22.6K
JPUS icon
228
JPMorgan Diversified Return US Equity ETF
JPUS
$385M
$22.5K 0.02%
+197
New +$22.5K
VUSE icon
229
Vident US Equity Strategy ETF
VUSE
$624M
$22.2K 0.02%
+379
New +$22.2K
SPXE icon
230
ProShares S&P 500 ex-Energy ETF
SPXE
$68.3M
$22.1K 0.02%
+350
New +$22.1K
VIG icon
231
Vanguard Dividend Appreciation ETF
VIG
$94.7B
$21.9K 0.02%
+112
New +$21.9K
COP icon
232
ConocoPhillips
COP
$123B
$21.3K 0.02%
+215
New +$21.3K
MGC icon
233
Vanguard Mega Cap 300 Index ETF
MGC
$7.57B
$21.3K 0.02%
+100
New +$21.3K
META icon
234
Meta Platforms (Facebook)
META
$1.84T
$20.3K 0.02%
+35
New +$20.3K
IWL icon
235
iShares Russell Top 200 ETF
IWL
$1.77B
$20.3K 0.02%
+140
New +$20.3K
VZ icon
236
Verizon
VZ
$187B
$20K 0.02%
+500
New +$20K
HESM icon
237
Hess Midstream
HESM
$5.37B
$19.4K 0.02%
+525
New +$19.4K
UBER icon
238
Uber
UBER
$194B
$18.4K 0.02%
+305
New +$18.4K
GNRC icon
239
Generac Holdings
GNRC
$10.7B
$17.8K 0.02%
+115
New +$17.8K
CMG icon
240
Chipotle Mexican Grill
CMG
$56.3B
$17.6K 0.02%
+292
New +$17.6K
SPHQ icon
241
Invesco S&P 500 Quality ETF
SPHQ
$15B
$16.8K 0.01%
+251
New +$16.8K
REGN icon
242
Regeneron Pharmaceuticals
REGN
$61.4B
$16.4K 0.01%
+23
New +$16.4K
ILCG icon
243
iShares Morningstar Growth ETF
ILCG
$2.9B
$15.7K 0.01%
+175
New +$15.7K
ECL icon
244
Ecolab
ECL
$78.3B
$15.2K 0.01%
+65
New +$15.2K
MRK icon
245
Merck
MRK
$212B
$15.2K 0.01%
+153
New +$15.2K
VUG icon
246
Vanguard Growth ETF
VUG
$183B
$15.2K 0.01%
+37
New +$15.2K
QQQM icon
247
Invesco NASDAQ 100 ETF
QQQM
$58.1B
$15.2K 0.01%
+72
New +$15.2K
QQQE icon
248
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.19B
$14.4K 0.01%
+160
New +$14.4K
KMI icon
249
Kinder Morgan
KMI
$59.6B
$13.5K 0.01%
+494
New +$13.5K
COIN icon
250
Coinbase
COIN
$78.6B
$13.4K 0.01%
+54
New +$13.4K